7pw Wealth, LLC

7pw Wealth, LLC (CRD# 323511) is a financial advisory firm headquartered in , . They manage $26,151,380 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.7pwwealth.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $348,685
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at 7pw Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patryck Chwalek, financial advisor Davidson NC
Patryck D. Chwalek
CRD#: 7724268
Davidson, NC

Patryck Chwalek (CRD# 7724268) is an Investment Advisor Representative working at 7pw Wealth, LLC in Davidson, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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