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7PW Wealth, LLC

7PW Wealth, LLC. CRD 323511

7

CRD: 323511

7PW Wealth, LLC

Davidson, NC
3364805148
$39.0M Total AUM
$39.0M Disc. AUM
-- 3Y CAGR
4 Employees
47 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial
Clients
Retail
Platforms
QuantumEagle
Established Date
09-01-2022
Office Locations
2

Office Locations

-- Charlotte NC
-- Davidson NC

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

-- AVG AGE
$13.0M AVG AUM / ADVISOR
$830.8K AVG AUM / CLIENT
2.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Crest vector Capital Signal Matrix

CRM

Signal capital

Custodian

Crest Zenith Harbor Frontier meridian

Investment Themes

Ember beacon Ridge focus

Investment Vehicles

Horizon pathway

Platform

Quantum

Services

Vector foundation Momentum Focus Foundation

Technology

Vertex Horizon atlas

Owner & Executives

PETER MADISON WALTON

PETER MADISON WALTON

Chief Executive Officer, President

CRD
#5734995
Ownership
75% or more
(325) 329-6659
ridge.foundation@meridiancapital.com
in linkedin.com/in/foundation-foundation
BRIAN HUGH SMITH

BRIAN HUGH SMITH

Chief Compliance Officer, Chief Financial Officer, Chief Investment Officer

CRD
#2123683
Ownership
Less than 5%
(253) 371-4573
prime.pathway@horizoncapital.com
in linkedin.com/in/delta-vital

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Contacts

R

Robert Edward Drury

--

CRD
#5036918
(746) 593-5271
eagle.ember@summitcapital.com
in linkedin.com/in/wave-horizon
Robert Russell Shaw

Robert Russell Shaw

Accredited Investment Fiduciary

CRD
#6729700
(659) 204-3638
insight.optima@pioneercapital.com
in linkedin.com/in/focus-unison

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$39.0M Total SMA
Public Funds:
5.9%
Equity - Exchange:
18.5%
Corporate - Investment Grade:
25.0%
Municipal Bonds:
10.2%
Equity - OTC:
20.3%
Cash:
20.1%
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%

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