Double Seven Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
801 S. Fillmore Street, Suite 405
Amarillo TX 79101
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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