Data / Investment advisers / California / 7 Streets Financial, LLC
7 Streets Financial, LLC, San Diego, CA: $88.4 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
7 Streets Financial, LLC is an SEC registered investment adviser with its main office in San Diego, California and reports $88.4 million in regulatory assets under management in its Form ADV filed March 27, 2024. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 282577
- SEC file number
- 801-117850
- SEC status
- Approved, effective January 2, 2020
- Main office
- 8372 University Ave, San Diego, CA 91942
- Phone
- (619) 798-3372
- Website
- 7sts.com
- Regulatory AUM
- $88,400,000 in the Form ADV filed March 27, 2024
- Discretionary AUM
- $88,400,000
- Accounts
- 270
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2024
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 240 | $63.4 million |
| High net worth individuals | 30 | $25 million |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Merrithew & Thorsten, Inc. | San Diego | $155 million | Not listed | adviserinfo.sec.gov |
| Decision Investments, Inc. | San Diego | $154.9 million | Not listed | adviserinfo.sec.gov |
| RJ Patterson Group | San Diego | $142.4 million | Not listed | adviserinfo.sec.gov |
| Sikorski Wealth Management, LLC | San Diego | $139.6 million | Not listed | adviserinfo.sec.gov |
| Goldman Wealth Management | San Diego | $120 million | Not listed | adviserinfo.sec.gov |
| Awm Global Advisors | San Diego | $59.2 million | Not listed | adviserinfo.sec.gov |
| Mission Driven Finance, LLC | San Diego | Not listed | 17 | adviserinfo.sec.gov |
| Fusionx Ventures Management II, LLC | San Diego | Not listed | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- 7 Streets Financial, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.