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SEC-registered adviser

7•• A•••• M••••••••• L••

Asset manager (funds and pooled vehicles)CRD 318169SEC 801-123108websiteIAPD
Latest filing Mar 19, 2026
First filing on the tape Dec 22, 2021 · 9 filings
SEC status approved since Jan 21, 2022
RAUM
$213M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$213M as of Mar 19, 2026
Mar 16, 2023$162M then
HNW client RAUM$0 as of Mar 19, 2026
Mar 16, 2023$0 then
State-registered IARs (5.B.3)2 as of Mar 19, 2026
Mar 16, 20232 then
Employees (5.A)2 as of Mar 19, 2026
Mar 16, 20232 then
Private funds: no history
RAUM +6.0% over the last fiscal year+9.5% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
RAUM per advisor
$107MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$148,715derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+6.0%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Wrap fee program
participatesreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Other investment advisers$213M100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
1,435reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $213M managedreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • D••••••• R•••••• H••••• · Chief Compliance Officercontrol
        since 09/2021 · owns 25% to 50%
      • D••••••• R•••••• H••••• · Managing Membercontrol
        since 08/2018 · owns 25% to 50% of D•• I••••••• L••
      • S•••••••• M•••••• W•••• · Ownercontrol
        since 02/2023 · owns 50% to 75% of C•••• V••••••• G••••• L••
      • C•••••• M••••••• R•• · Owner
        since 02/2023 · owns 25% to 50% of C••••• I••••••••• G••••• I••
      Entity owners
      • 7•• H•••••••• L•• · Holding Company
        direct · owns 75% or more
      • C•••• V••••••• G••••• L•• · Owner
        indirect · owns 25% to 50% of 7•• H•••••••• L••
      • D•• I••••••• L•• · Holding Company
        indirect · owns 25% to 50% of 7•• H•••••••• L••
      • C••••• I••••••••• G••••• I•• · Owner
        indirect · owns 25% to 50% of 7•• H•••••••• L••
      Related persons
      Schedule D 7.A
      • 7•• C••••••• L••
        investment advisern
      • 7•• I••••••••• L••
        real estaten
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 1 to 1,435
        Mar 6, 2025 to Mar 19, 2026
      • Discretionary RAUM · $201M to $213M
        Mar 6, 2025 to Mar 19, 2026
      • RAUM · $201M to $213M
        Mar 6, 2025 to Mar 19, 2026
      • Wrap assets (manager) · $201M to $213M
        Mar 6, 2025 to Mar 19, 2026
      • Financial planning clients · 0 to 0
        Mar 25, 2024 to Mar 6, 2025
      • HQ city · unset to
        Mar 25, 2024 to Mar 6, 2025
      • HQ state · unset to
        Mar 25, 2024 to Mar 6, 2025
      • Discretionary RAUM · $176M to $201M
        Mar 25, 2024 to Mar 6, 2025
      • RAUM · $176M to $201M
        Mar 25, 2024 to Mar 6, 2025
      • Wrap assets (manager) · $166M to $201M
        Mar 25, 2024 to Mar 6, 2025
      • Financial planning clients · unset to 0
        Aug 4, 2023 to Mar 25, 2024
      • Discretionary RAUM · $162M to $176M
        Aug 4, 2023 to Mar 25, 2024
      • RAUM · $162M to $176M
        Aug 4, 2023 to Mar 25, 2024
      • Wrap assets (manager) · $162M to $166M
        Aug 4, 2023 to Mar 25, 2024
      • Discretionary RAUM · $163M to $162M
        Jan 10, 2023 to Mar 16, 2023
      • RAUM · $163M to $162M
        Jan 10, 2023 to Mar 16, 2023
      • Wrap assets (manager) · $163M to $162M
        Jan 10, 2023 to Mar 16, 2023
      • Accounts · 0 to 1
        Dec 13, 2022 to Jan 10, 2023
      • Advisory activities · 3 to 2
        Dec 13, 2022 to Jan 10, 2023
      • Charity clients · unset to 0.0
        Dec 13, 2022 to Jan 10, 2023
      • Corporate clients · unset to 0.0
        Dec 13, 2022 to Jan 10, 2023
      • HNW clients · unset to 0.0
        Dec 13, 2022 to Jan 10, 2023
      • Individual clients · unset to 0.0
        Dec 13, 2022 to Jan 10, 2023
      • Pension plan clients · unset to 0.0
        Dec 13, 2022 to Jan 10, 2023
      • Pooled vehicle clients · unset to 0.0
        Dec 13, 2022 to Jan 10, 2023
      • Discretionary RAUM · $0 to $163M
        Dec 13, 2022 to Jan 10, 2023
      • HNW RAUM · unset to 0.0
        Dec 13, 2022 to Jan 10, 2023
      • Individual RAUM · unset to 0.0
        Dec 13, 2022 to Jan 10, 2023
      • Pension RAUM · unset to 0.0
        Dec 13, 2022 to Jan 10, 2023
      • Pooled vehicle RAUM · unset to 0.0
        Dec 13, 2022 to Jan 10, 2023
      • RAUM · $0 to $163M
        Dec 13, 2022 to Jan 10, 2023
      • Wrap assets (manager) · $1 to $163M
        Dec 13, 2022 to Jan 10, 2023
      Signals
      2 dated events
      • Wayne Merlin Sorenson (Owner) appeared on Schedule A of 7•• A•••• M••••••••• L••
        Mar 16, 2023 · Control person joined · fact
      • 7•• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Dec 22, 2021 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      7•••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      517-256-4319reportedpublic record, Form ADV, Mar 19, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026