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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- QuantumEagle
- Established Date
- 09-01-2022
- Office Locations
- 2
Office Locations
About 7PW Wealth, LLC
7PW Wealth is a North Carolina–based advisory firm serving individuals and families seeking to protect and grow wealth. The team focuses on simplifying the investment process with financial planning and custom portfolio construction, building client-specific strategies designed to manage risk and pursue returns. Custody is available through Charles Schwab and LPL Financial.
Team overview
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Custodian
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Platform
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Owner & Executives
PETER MADISON WALTON
Chief Executive Officer, President
- CRD
- #5734995
- Ownership
- 75% or more
BRIAN HUGH SMITH
Chief Compliance Officer, Chief Financial Officer, Chief Investment Officer
- CRD
- #2123683
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Robert Edward Drury
--
- CRD
- #5036918
Robert Russell Shaw
Accredited Investment Fiduciary
- CRD
- #6729700
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,046,442 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,046,442 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,046,442
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $309,914,959 | 5.9% |
| Equity - Exchange | $971,767,245 | 18.5% |
| Corporate - Investment Grade | $1,313,198,980 | 25.0% |
| Municipal Bonds | $535,785,184 | 10.2% |
| Equity - OTC | $1,066,317,571 | 20.3% |
| Cash | $1,055,811,979 | 20.1% |
| Total | $5,252,795,918 | 100.0% |