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7PW Wealth
7PW Wealth creates peace of mind for clients by simplifying the investment process. Core values include a compassionate approach to investing, a servant...
Overview
7PW Wealth creates peace of mind for clients by simplifying the investment process. Core values include a compassionate approach to investing, a servant mentality and doing meaningful work. The firm reviews where clients are now and where they want to go, then creates strategy through planning, investment, and wealth focus.
General information
Firm type
RIA
Principals
Pete Walton
CEO, Portfolio Architect
Robert Shaw
Managing Director, Senior Portfolio Manager
Bob Drury
Director, Director of Investments
Frequently asked questions
Where is 7PW Wealth headquartered?
The firm is registered in Delaware, but no operational headquarters city or country has been disclosed. Many single-family offices use Delaware as a registration domicile while maintaining executive offices elsewhere. Without additional filings, the true HQ remains unknown.
What is the wealth origin behind 7PW Wealth?
The wealth source is entirely opaque. The name '7PW' does not correspond to any known public company, family name, or visible trust. Without a disclosed principal or pre-existing fortune, the origin cannot be credibly attributed.
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