22 Seven Wealth Management Inc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 292402
· Panama City, FL
· WWW.22SEVENWEALTHMGMT.COM
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ADV data as of Feb 12, 2026
- Regulatory AUM
- $24.0M
- Discretionary
- $24.0M
- Clients
- 174
- Avg AUM / client
- $138K
- Accounts
- 174
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 171 | $20.7M | 86.3% |
| High net worth individuals | 2 | $3.0M | 12.5% |
| Charitable organizations | 1 | $300K | 1.25% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Jerome Grant | Registered representative | Chartered Financial Consultant | Feb 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 1.05 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Interactive Brokers $15.0M (63% of AUM) Feb 2026
- Jackson Financial Group, Inc. $1.6M (7% of AUM) Feb 2026
- The Prudential Insurance Company Of America $1.6M (7% of AUM) Feb 2026
- Brighthouse Securities, Llc $1.3M (5% of AUM) Feb 2026
- Pershing $750K (3% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗