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22 SEVEN WEALTH MANAGEMENT INC

Advisory

PANAMA CITY, FL

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in FL
#1,934
of 2,610 advisers by AUM
Average account
$138K
across 174 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
174
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients174
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

ONE SKY ASSET MANAGEMENT, LTD.
PALM BEACH, FL
$24M
ANCHOR ADVISORY, LLC
MIAMI, FL
$24M
LVR RESEARCH, LLC
DELRAY BEACH, FL
$24M
CALIBER WEALTH ADVISORY, LLC
TAMPA, FL
$24M
FOLIONET ADVISERS LLC
MIAMI, FL
$24M
ECHELON VIRTUAL FAMILY OFFICE, LLC
SARASOTA, FL
$24M

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