# 22 Seven Wealth Management Inc

> 22 Seven Wealth Management Inc is a state-registered investment advisory firm in Panama City, FL, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 292402
- Filed as: 22 SEVEN WEALTH MANAGEMENT INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Panama City, FL
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292402
- AdvisorCensus page: https://advisorcensus.com/firm/22-seven-wealth-management-inc-panama-city-fl-292402

## Quick answers

**How is 22 Seven Wealth Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), 22 Seven Wealth Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is 22 Seven Wealth Management Inc located?**
22 Seven Wealth Management Inc's principal office is in Panama City, FL, according to its Form ADV.

**Is 22 Seven Wealth Management Inc registered with the SEC or a state?**
22 Seven Wealth Management Inc is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292402.

**How much does 22 Seven Wealth Management Inc manage?**
22 Seven Wealth Management Inc reports $24,000,000 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does 22 Seven Wealth Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (171); high net worth individuals (2); charitable organizations (1).

**Does 22 Seven Wealth Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292402

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $24,000,000
- Discretionary: $24,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 171 | $20,700,000 |
| High net worth individuals | 2 | $3,000,000 |
| Charitable organizations | 1 | $300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 22sevenwealthmgmt.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 22 Seven Wealth Management Inc (CRD 292402): Form ADV filing data as of October 2026.