Seventy2 Capital Wealth Management Surpasses $1 Billion in AUM Threshold
Sep 10, 2020
BETHESDA, Md., Sept. 11, 2020 /PRNewswire/ -- In less than four years, Seventy2 Capital Wealth Management has surpassed $1 billion in AUM more than quadrupling in size since it was founded in December 2016. It has done so by executing on a three-pronged strategy of acquiring experienced wealth management practices, recruiting the next generation of advisors and maintaining a steadfast commitment to helping clients' achieve their financial goals.
"We've been fortunate to have great clients who have supported us, provided numerous referrals and given us sage advice along the way," noted Paul Carlson, Co-founder and Partner. He added, "Likewise, we've had some great advisors and staff join the team at an opportune time in the industry when independence and innovation are more valued than ever."
"When we created Seventy2 Capital, we had big dreams but thought it would take at least five years to hit this milestone. We went into this venture with a core team that believed in our vision and have been instrumental to our growth. We couldn't have done it without them," remarked Thomas Fautrel, Co-founder and Partner.
Seventy2 Capital has also expanded its footprint from one to four offices in Maryland and has locations in Bethesda, Hunt Valley, Annapolis and Leonardtown.
About Seventy2 Capital Wealth Management
Seventy2 Capital Wealth Management is an independent, private client practice headquartered in Bethesda, MD. With decades of combined experience at some of Wall Street's largest firms, advisors specialize in addressing the unique needs of Fortune 500 executives, successful individuals and affluent families, and small to medium-sized businesses. Seventy2 Capital's commitment to maintaining the highest standards of care and professionalism in serving clients has earned its advisors some of the most advanced designations including the CIMA®, CFP®, CAIA®, CRPC® and CRPS® and national industry awards. The practice has also been recognized as one of the 2019 and 2020 Best Places to Work in the Greater Washington Area by the Washington Business Journal.* Visit Seventy2 Capital.
About Wells Fargo Advisors Financial Network
For 19 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. As of January 1, 2020, Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,320 owners and advisors in 602 practices administering over $125 billion in client assets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC Member SIPC, a separate registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com
Seventy2 Capital Wealth Management is a separate entity from Wells Fargo Advisors Financial Network, LLC. CAR-0920-01160
* The Greater Washington Area Best Places to Work award program determined by surveys that went directly to employees who answered a series of questions, ranked across 5 categories such as fun, collaborative, culture, compensation and benefits offerings and other amenities as well as management practices.
MEDIA CONTACT:
Brandy Corcoran Carlson
[email protected]
301-298-2230
SOURCE Seventy2 Capital Wealth Management
More News
What do we know about Elizabeth Holmes’ brother, Christian, who’s not in You Can See Everything?
Elizabeth Holmes is back in the spotlight, thanks to Nathan Fielder and Lance Oppenheim’s hit new documentary, You Can See Everything (2026). Since its release on October 16, the film has proven a massive box office success, grossing over US$45 million worldwide. The film, which follows the disgraced Theranos founder, 42, and her long-time partner, Billy Evans, 34, during the days leading up to her imprisonment for criminal fraud, also features her parents, Christian and Noel Anne Holmes. Her...
How to have the best Sunday in L.A., according to Judy Reyes
New York-style bagels, a fresh manicure and a massage in the back of a sushi restaurant are on the agenda for the 'Scrubs' actor.
Hong Kong Disneyland Brings Halloween Treats to the Hong Kong Wine & Dine Festival
From October 29 to November 1, Hong Kong Disneyland Resort (HKDL) is participating in the annual “Hong Kong Wine & Dine Festival”, organized by the Hong Kong Tourism Board. For four consecutive days, HKDL will offer a selection of park-exclusive Halloween treats to the city, adding distinctive Disney storytelling and creativity to Hong Kong’s mega event tourism experience. Visitors can embrace the Disney Halloween spirit in the city before joining HKDL’s Booonus Wicked Night Party on October 30 and 31 for one last chance to enjoy the ultimate Halloween celebration.
Hotel Review: Faena, New York – Theatrical Design in West Chelsea
New York's Chelsea strikes gold with this daring brand The post Hotel Review: Faena, New York – Theatrical Design in West Chelsea appeared first on Business Traveller.
Uncovering Madrid: discover the beat of a destination that extends well beyond the city centre
[The content of this article has been produced by our advertising partner.] Madrid may be known as a city destination, but beyond its immediate hub there is much to embrace, taste and live. Europe’s beating heart deserves its unspoken, vibrant pulse to be felt, and its rhythm to course through the soul. For the discerning global traveller, Madrid unfolds, layer upon layer, to reveal a choreography of culture, heritage and modern indulgence. Time must be spent here to explore, discover,...
12 new Hong Kong restaurants, bars and cafes to visit in November 2026
Hong Kong welcomes a wave of new restaurants in November, including several international debuts. Food lovers can look forward to the relocation of a popular French concept, a premium hotpot joint with exclusive recipes, and much more. Hong Kong’s cafe scene also has some new additions, including a viral bakery from overseas and a Japanese pastry collaboration. There are also some innovative multi-concept bars that aim to redefine Hong Kong nightlife. Read on to discover more. 1. Bar...
Transylvania, Where Meadows Ripple and Dracula Legends Fade
On a three-day hike in Romania, a writer sidesteps the usual Bram Stoker draws and instead discovers medieval villages, ancient forests and rich living history.
Tourism Authority of Thailand Launches ‘Gateway to Thailand Travel Guidebook’
Crossing the border is never about passing a checkpoint; it marks the true beginning of discovering Thailand. Recognizing this potential, the Tourism Authority of Thailand (TAT) introduced the ‘Gateway to Thailand’ travel guide, inviting overland travelers to journey far beyond the entry gates along ten curated road trips connecting vibrant cities, iconic attractions, and local communities across the nation.
LGBT+ Tourism Could Generate US$521 Billion by 2031
LGBT+ tourism is becoming increasingly important to the global economy, but challenges related to safety and welcoming environments continue to directly influence travel decisions among this audience. Valued at US 311 billionin 2024, the marketis projected to reach US5 21 billion by 2031, according to data from Grand View Research compiled in the special PANROTAS LGBTravel 2026 edition. In Brazil, a survey presented in September during the 10th International Diversity Conference, organized by the Brazilian LGBT+ Chamber of Commerce and Tourism, helps shed light on these travel behaviors.
Brand USA Reveals the Can’t-Miss Holiday Celebrations in America
Tis the season to be jolly, and throughout the USA, cities large and small are hauling out the holly and decking their halls as they prepare to celebrate the holiday season. From the 100th anniversary of the Macy’s Thanksgiving Day Parade to countless twinkling holiday light shows to New Year’s Eve drops unlike any you’ve seen before, you’ll find a variety of ways to ring in Thanksgiving, Hanukkah, Christmas, Kwanzaa and New Year’s.
Tokyo and Around Tokyo: Discover Nikko’s Autumn Colours by Rail
Autumn is one of the most beautiful times to explore Nikko, where colourful foliage transforms the mountains, lakes and historic sites north of Tokyo. With autumn colours gradually spreading from the higher elevations of Oku-Nikko to the city centre, visitors can enjoy seasonal scenery over several weeks. Combining spectacular natural landscapes with UNESCO World Heritage sites and convenient rail connections from Tokyo, Nikko is an appealing addition to an autumn itinerary in Japan.
Britain’s Bank of Grandparents is Reshaping the Luxury Ski Holiday, with VIP SKI
Booming over-65 spending is fuelling this and the trend mirrors wider consumer spending patterns. Economic analysis from Barclays Insights in 2026 reveals that travel spending by the over-65 demographic grew by 6.8%, outperforming all other age groups. This generation is heavily financing large-scale family holidays and are Britain’s fastest-growing travel spenders.
YOUR NEWS, OUR NETWORK.
Do you have Great News you want to tell the world?
Be it updates about your business or your community, you can make sure that it’s heard by submitting your story to our network reaching hundreds of news sites across 6 verticals.