7PW Wealth, LLC

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Client assets under management

$39,046,442

Clients

15% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$830,775

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

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Tax-loss harvesting

Fee options

Percentage

$0.00 - $4,999,999.99: 1.00% annually $5,000,000+: 0.75% annually

Main office location

7PW Wealth, LLC

Davidson NC, United States

Number of offices

Most active in

North Carolina · South Carolina

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 336-480-5148

Advisors at this firm

Robert D

CFP®, CFA®, Series 63

Charlotte, NC

7PW Wealth, LLC

Robert Drury is a CFP® and CFA® with 15 years of experience in the financial industry. He currently serves as an advisor at 7PW Wealth, LLC, 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, LLC provides discretionary portfolio management and integrated financial planning to individuals, corporations, retirement plans, trusts, and other institutions. The firm employs a combination of fundamental and technical analysis across equities, fixed income, alternative assets, and cash, and offers financial planning services as part of its advisory offering.

Wealth management Tax-loss harvesting

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.

Wealth management Tax-loss harvesting

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.

Wealth management Tax-loss harvesting

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