A complete list of active advisors currently associated with SevenWealth LLC
Warmer can help you find a great advisor at SevenWealth LLC or one who fits your needs even better.
SevenWealth describes its target clients as individuals and high‑net‑worth investors and provides a mix of life and financial planning, discretionary asset management, and public seminars and workshops. Its planning service covers retirement income projections, estate preservation, tax efficiency and other typical planning topics, while investment services span equities, fixed income, mutual funds, ETFs, cash equivalents and option strategies. The firm states a blended active/passive investment approach, combining index and ETF holdings for core stability with selective active management and option writing to pursue tactical opportunities, and portfolios are tailored to client objectives, risk tolerance and time horizon. Accounts are managed on a discretionary basis with quarterly reviews and the brochure discloses custodial arrangements that include a requirement to use Charles Schwab and authorization for direct fee deduction. Distinctive aspects in the brochure include disclosure that the firm’s principal conducts licensed insurance sales and receives external commissions, a potential conflict the firm says is mitigated by disclosures and its fiduciary duty — an affiliation that is uncommon among peers in this category. The brochure places emphasis on retirement planning and distribution strategies (areas that can overlap with pension consulting) and also notes the firm reported no assets under management on its most recent calculation date despite being organized earlier, which differentiates its operational profile from many investment‑manager peers.
To learn more about the advisors currently working at SevenWealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Longmont, CO
| 26
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")