Double Seven Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,261,611
Total clients
31
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$298,762
About
Double Seven Wealth Group serves individuals, high‑net‑worth individuals, and small businesses by providing discretionary investment management and written financial consulting engagements. From time to time the firm also offers educational seminars and workshops to clients and prospective clients.
The firm creates individualized investment policies and allocation models based on each client’s objectives, time horizon, risk tolerance, liquidity needs, prior investment experience, and family circumstances, and generally manages accounts on a discretionary basis. Investment implementation draws on fundamental and technical analysis and modern portfolio theory and may include mutual funds, ETFs, equities, bonds, REITs, MLPs, BDCs, options, annuities and other instruments.
Compared with many independent advisers, Double Seven provides client education through seminars and workshops—a service only a minority of peers provide—and has expanded its offerings to include project‑based financial consulting billed on an hourly basis. The firm’s principal also holds a state insurance license and may offer commissionable insurance products, a relationship disclosed as a potential conflict and managed through disclosure and the firm’s code of ethics; the advisor manages roughly $8.7 million in discretionary assets for a small client base.
Client services
Expertise
Fee options
$250,000 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Earns commissions on insurance products through an independent insurance agency.
$200 per hour for Financial Consulting Services.
Account minimum: $50,000 (generally, but may be negotiable)
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
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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