22 SEVEN WEALTH MANAGEMENT INC

Overview

22 Seven Wealth Management Inc. is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for both individual and institutional clients. The firm focuses on portfolio management and financial planning for individuals and small businesses, and it also provides pension consulting and selection-of-adviser services. Its stated fee arrangements are flexible: percentage-of-AUM fees alongside hourly, fixed-fee, and performance-based structures, which allows the firm to tailor pricing for advisory mandates or specialized strategies. Investment activity centers on equity exposure, with a clear preference for exchange-traded instruments. The firm uses external managers when appropriate and acts as a selector of third-party advisers, indicating a hybrid model that combines in-house portfolio management with outsourced specialist allocations. 22 Seven is not an active ESG investor and does not present as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices