Robert Shaw
7PW Wealth · Charlotte, North Carolina
Robert Shaw is a fee-only financial advisor at 7PW Wealth in Charlotte, North Carolina. 7PW Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 7PW Wealth |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $39.0M across 118 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6729700 |
| Exams passed | Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.7pwwealth.com |
| Profile |
How Robert's firm compares
- 7PW Wealth's average account is about $331,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Robert
Is Robert Shaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, 7PW Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Shaw based?
Robert Shaw is based in Charlotte, North Carolina.
Is Robert Shaw registered with the SEC?
Yes. Robert Shaw is registered as an investment adviser representative in NC (CRD 6729700), 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 Robert Shaw?
Through Robert's website, www.7pwwealth.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
- 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.
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