Li-Wei Chang
7Summit Advisors · Los Angeles, California
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.
Request an introduction to Li-Wei →
Specialties
Who they serve
- High earners
Facts
| Firm | 7Summit Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $25.7M across 60 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2488390 |
| Exams passed | Series 63 (1999) · Series 66 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.7summitadvisors.com |
Request an introduction to Li-Wei
Tell Li-Wei a little about what you're looking for. Li-Wei isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Li-Wei
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- 7Summit Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.