RED SEVEN

CRD 168542File 801-136524

APPROVED

Retail clients

Filing as of Jun 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$104.4M

Bottom 25% of cohort (national)

Discretionary AUM

$104.4M

Clients

261

823 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jun 22, 2026
Principal office: 960 CANTERBURY PLACE SUITE 380, ESCONDIDO, CA, 92025
Phone: (760) 705-3520
Website: HTTPS://RED7WM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $104.4M
Discretionary AUM: $104.4M
Non-discretionary AUM: $0
Discretionary accounts: 823
Non-discretionary accounts: 0
Total accounts: 823
AUM per client: $400K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.4M
High net worth individuals	23	$42.8M
Pension and profit sharing plans	Fewer than 5	$2.7M
Individuals (other than high net worth individuals)	231	$56.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.