# Peter Walton

> Peter Walton is a fee-only financial advisor at 7PW Wealth in Davidson, North Carolina. 7PW Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/peter-walton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** 7PW Wealth
- **Based in:** Davidson, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $39.0M across 118 accounts
- **CRD:** 5734995 (https://adviserinfo.sec.gov/individual/summary/5734995)
- **SEC registration:** Investment adviser representative in NC, SC
- **Exams passed:** Series 66 (2010)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.7pwwealth.com

## Frequently asked questions

### Is Peter Walton a fee-only financial advisor?

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

### How does Peter charge for financial advice?

Peter's firm, 7PW Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Peter Walton based?

Peter Walton is based in Davidson, North Carolina.

### Is Peter Walton registered with the SEC?

Yes. Peter Walton is registered as an investment adviser representative in NC and SC (CRD 5734995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 7PW Wealth manage?

7PW Wealth reports $39.0M across 118 accounts in assets under management.

### How do I contact Peter Walton?

Through Peter's website, www.7pwwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5734995): 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

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