7 Summit Advisors, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 171409 · Los Angeles, CA · WWW.7SUMMITADVISORS.COM

☆ Save with Pro ADV data as of Mar 31, 2026

Regulatory AUM: $25.7M
Discretionary: $25.7M
Clients: 25
Avg AUM / client: $1.0M
Accounts: 60
Employees: 3

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	20	$7.1M	27.5%
High net worth individuals	5	$18.6M	72.5%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan	Location	Plan year
Seyfarth Shaw Llp 401(k) Savings And Retirement Plan Seyfarth Shaw Llp		2024

People (1)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Li Wei Chang	Registered representative	CFP	Oct 2014 (12y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (1)

Plan	Sponsor	Participants	Plan assets	As of
Seyfarth Shaw Llp 401(k) Savings And Retirement Plan	Seyfarth Shaw Llp	1,762	$926M	01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/31/2026	1.02 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management

Services

• Financial planning services
• Portfolio management for individuals/small businesses

Custody

Reported custodians

Charles Schwab & Co. $24.8M (97% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗