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DOUBLE SEVEN WEALTH GROUP, LLC
CRD 306038
801 S. FILLMORE STREET, SUITE 405, AMARILLO, TX, 79101, United States
Phone
806-680-6399
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.3M
Discretionary AUM
$9.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminarsFINANCIAL PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $2.4M |
| High net worth individuals | 6 | $6.9M |
All web addresses on file
Official SEC filing: View on IAPD