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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 25 clients, or 25 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full 7summit Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
7summit Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.