7PW Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
7PW Wealth provides discretionary portfolio management and financial planning to individuals—including high‑net‑worth clients—as well as a range of institutions and entities such as corporations, pension and profit‑sharing plans, trusts, estates, foundations, and charitable organizations. Financial planning is included as part of advisory services and the firm constructs personalized investment policies through an intake questionnaire and ongoing client discussions.
The firm uses both top‑down and bottom‑up fundamental analysis alongside selective technical analysis for equity selection, and maintains three model strategies (Aggressive Appreciation, Balanced Growth, and Conservative Income) that allocate across equities, fixed income, alternatives, and cash. 7PW may employ portfolio-level borrowing (margin) in separately managed accounts when suitable, and also uses instruments such as covered options and structured products within risk parameters disclosed to clients.
A notable structural feature is that the firm’s senior compliance officer operates CloudCFO, an accounting and compliance consulting business, and the firm’s principal also maintains separate consulting entities—an arrangement disclosed in Item 10 that is less common among peers. Combined with a relatively small client base and about $39 million in discretionary assets, these arrangements distinguish the firm in ways that can affect how accounting, compliance, and advisory activities are coordinated.
Client services
Expertise
Fee options
$0.00 - $4,999,999.99: 1.00% annually $5,000,000+: 0.75% annually
Main office
See officeDavidson NC
Advisors at this office
1
Most active in
North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robert D
CFP®, CFA®, Series 63
Charlotte, NC
7PW Wealth, LLC
Robert Drury is a CFP® and CFA® with 16 years of experience in the financial industry. He is currently an advisor at 7PW Wealth, LLC in Charlotte, NC, where he has worked since 2025. His prior experience includes roles at Truist Wealth, The Leaders Group Inc, and AlphaStar Capital Management, LLC. 7PW Wealth provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutions such as corporations, pension plans, and charitable organizations. The firm combines fundamental and selective technical analysis in equity selection and maintains model strategies that allocate across equities, fixed income, alternatives, and cash.
Robert S
Series 65
Charlotte, NC
7PW Wealth, LLC
Robert Shaw is a financial advisor at 7PW Wealth, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. Outside of his advisory role, Robert is an officer and director of Halberd Limited, a technology solutions and consulting firm, and serves on the boards of several community organizations, including Duke Charlotte, the Mecklenburg County Council of the Boy Scouts of America, and the Rotary Club of Charlotte. 7PW Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, retirement plans, trusts, and other institutions. The firm employs a blend of fundamental and technical analysis across multiple asset classes, implementing model strategies tailored to client objectives, and includes financial planning services at no additional charge.
Peter W
Series 66
Davidson, NC
7PW Wealth, LLC
Peter Walton is a financial advisor at 7PW Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Greerwalker Wealth LLC and Traverse Partners, LLC. Walton is also the CEO and President of 7PW Consulting, LLC, a business consulting firm focused on project-based engagements. 7PW Wealth provides discretionary portfolio management and integrated financial planning services to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $29.7 million across 41 client relationships and employs a blend of fundamental and technical analysis with diversified asset allocation tailored to client objectives.
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