Double Seven Wealth Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,261,611
Clients
31
19% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
HighAverage account size
$298,762
About
Double Seven Wealth Group provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, and small businesses. The firm may also recommend insurance products through independent insurance agencies and discloses that related commissions create a potential conflict of interest.
The firm establishes individualized investment policies and manages tailored portfolios using a mix of methods — including fundamental and technical analysis, modern portfolio theory, and both short‑ and long‑term purchases — across mutual funds, ETFs, equities, fixed income, REITs and other instruments. Advice is implemented on a discretionary basis and takes into account clients’ objectives, time horizons, prior investment experience, family dynamics and liquidity needs.
Distinctive features include the firm’s periodic offering of complimentary educational seminars and workshops to clients and prospective clients, an activity that is uncommon among independent peers. With a relatively small client base and modest assets under management, the firm combines household accounts for fee breakpoints, conducts regular account reviews, and manages conflicts through a written Code of Ethics and disclosure practices.
Client services
Portfolio management
Educational seminars or workshops
Financial planning services
Expertise
Real estate investing
Fee options
$250,000 - $1,000,000: 1.10% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.50% annually
Commissions received from insurance products sold by the advisor
$200 per hour for financial planning services
Account minimum: $50,000 Fee-only: $200 per hour for financial planning services billed monthly in arrears
Main office location
Double Seven Wealth Group, LLC
801 S. Fillmore Street, Suite 405
Amarillo TX 79101, United States
Number of offices
2
Most active in
Double Seven Wealth Group, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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