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- Custodian
- Charles Schwab & Company · Etrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2014
- Office Locations
- 1
Office Locations
About 7summit Advisors, LLC
7Summit Advisors provides personalized investment management and financial planning for families, working professionals, college and pro athletes with early-career wealth, and select institutions. Portfolios may use stocks, bonds, mutual funds/ETFs, and alternatives such as private equity/credit, hedge funds, and real estate funds/REITs. Offers tax, retirement income, estate/legacy, and trust administrative services, including via Charles Schwab Trust Company of Delaware; led by CFP® Li Chang, author of a handbook for young athletes.
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Owner & Executives
EMILY DODD CHANG
Managing Director
- CRD
- --
- Ownership
- 50% but less than 75%
LI-WEI CHANG
Chief Compliance Officer, Managing Member
- CRD
- #2488390
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,698,978 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,698,978 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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