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22 SEVEN WEALTH MANAGEMENT INC
CRD 292402
455 HARRISON AVE, SUITE H, PANAMA CITY, FL, 32401, United States
Phone
850-960-2207
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.0M
Discretionary AUM
$24.0M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $20.7M |
| High net worth individuals | 2 | $3.0M |
| Charitable organizations | 1 | $300K |
All web addresses on file
Official SEC filing: View on IAPD