7two
7two is an SEC-registered wealth manager in Denver, CO with $230.4M assets under management (AUM, regulatory AUM), +62% over one year. See who owns 7two: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328900, SEC 801-129353, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $230.4M (2026-06-12)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 7
- Clients
- 57
- CRD
- 328900
- Ownership
- ROTELLO, NICHOLAS, JOSEPH; Denhoffer, Vicki, Michelle; BLACK SAGE HOLDINGS, LLC; HARBOUR PARTNERS, LLC; SEVEN TWO PARTNERS LLC
How much AUM does 7two have?
7two reported $230.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns 7two?
Disclosed owners and executives of 7two include ROTELLO, NICHOLAS, JOSEPH, Denhoffer, Vicki, Michelle, BLACK SAGE HOLDINGS, LLC, HARBOUR PARTNERS, LLC, SEVEN TWO PARTNERS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.