$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
6 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2019
- Office Locations
- 1
Office Locations
801 S. Fillmore Street Suite 405 Amarillo TX
About Double Seven Wealth Group, LLC
Double Seven Wealth Group, LLC is a retail RIA in Amarillo, TX led by managing member Bradley Dean Clark. The firm delivers financial planning and portfolio construction with tax, estate, insurance, and business-succession guidance, implementing primarily with ETFs, mutual funds, fixed income, and annuity solutions. Custody relationships include Schwab and Merrill, enabling flexible product access for partners.
Team overview
50 AVG AGE
$9.3M AVG AUM / ADVISOR
$298.8K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
BRADLEY DEAN CLARK
Financial Advisor, Managing Member
- CRD
- #3167623
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,261,611 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,261,611 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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