7TWO
SEC RegisteredInvesting. Problem Solving. Collaboration.
About the firm
7Two is a partnership-model advisory firm with offices in Boston, Denver, Lake Tahoe, and Park City. The firm offers Multi-Family Office, Outsourced CIO, and Family Governance services, operating with a family-centric approach focused on growing and protecting wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Multi-Family Office (empowering families to grow and protect wealth), Outsourced CIO (assisting families, institutions, and other RIAs in all aspects of investing), and Family Governance (developing multigenerational frameworks for long-term stewardship)
Who they serve
Families, institutions, and other RIAs
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $1.2M |
| High Net Worth Individuals | 42 | $170M |
| Pension/Profit Sharing Plans | 3 | $60M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 7TWO has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.