# Li-Wei Chang

> Li-Wei Chang is a fee-only financial advisor at 7Summit Advisors in Los Angeles, California, who holds the CFP credential. Li-Wei focuses on retirement planning, estate & legacy planning and founders (pre-exit). 7Summit Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/li-wei-chang/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** 7Summit Advisors
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $25.7M across 60 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** High earners
- **CRD:** 2488390 (https://adviserinfo.sec.gov/individual/summary/2488390)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1999), Series 66 (2009)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.7summitadvisors.com

## Frequently asked questions

### Is Li-Wei Chang a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Li-Wei holds no broker registration, and 7Summit Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Li-Wei charge for financial advice?

Li-Wei's firm, 7Summit Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Li-Wei Chang based?

Li-Wei Chang is based in Los Angeles, California.

### What does Li-Wei specialize in?

Li-Wei's specialties include retirement planning, estate & legacy planning and founders (pre-exit). Li-Wei works with high earners.

### What credentials does Li-Wei Chang hold?

Li-Wei Chang holds the CFP credential.

### Is Li-Wei Chang registered with the SEC?

Yes. Li-Wei Chang is registered as an investment adviser representative in CA (CRD 2488390), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 7Summit Advisors manage?

7Summit Advisors reports $25.7M across 60 accounts in assets under management.

### How do I contact Li-Wei Chang?

Through Li-Wei's website, www.7summitadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2488390): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://7summitadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.