Investment adviser · CRD 309173

ONE POINT SEVEN WEALTH

Investment adviser filing (IA)

ONE POINT SEVEN WEALTH LLC

· Form ADV filed Feb 12, 2021

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 12, 2021. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 309173

Filing source

Form ADV 1493963 · Feb 12, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.