7300 Wealth Management
7300 Wealth Management is a privately-held investment advisory firm founded in 2013 in Colorado Springs, offering retirement planning, trust management, and financial counseling to clients under founder Christopher Carroll.
- Company typePrivate
- Founded2025
- HeadquartersColorado Springs, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What 7300 Wealth Management does
7300 Wealth Management is a privately-held investment advisory firm founded in 2013 and headquartered in Colorado Springs, Colorado, United States. According to firmographic data, the firm provides retirement planning, trust management, and financial counseling solutions to clients, operating with a small team of 1-10 employees. The practice is led by Christopher Carroll, who serves as Founder & Portfolio Manager.
The firm operates as an unregistered (private, non-public) advisory entity with no disclosed parent company, subsidiaries, or funding rounds. No further operational details — including client base size, AUM, fee structure, technology stack, regulatory registrations (SEC Form ADV, state registrations), service area, or service-specific product offerings — are present in the input data. The website domain referenced in the source material (7300wealth.com) currently displays content for an unrelated Chinese-language video streaming platform ("光影视界 / GuangYingShiJie"), which appears to be a data integrity issue rather than an actual line of business for the advisory firm; this should be verified independently before any investment decision.
Given the absence of disclosed financials, headcount beyond the 1-10 range, and any growth or expansion signals specific to the wealth management practice, the evidence base is thin. Any investment thesis would need to be built primarily on direct diligence: founder track record, AUM and client retention metrics, fee schedule, regulatory standing, and verifiable revenue.
7300 Wealth Management firmographics
Firmographics- Name
- 7300 Wealth Management
- Legal name
- 光影视界
- Website
- https://7300wealth.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- 7300 Wealth Management is a privately-held investment advisory firm founded in 2013 in Colorado Springs, offering retirement planning, trust management, and financial counseling to clients under founder Christopher Carroll.
- Ownership category
- akta.pro rank
7300 Wealth Management industry classification
Industry- Product category
- Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where 7300 Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Colorado Springs
- HQ country
- United States
- HQ region
- North America
Markets served
7300 Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Free Content Access: Platform offers all content completely free to users without registration or payment requirements. Revenue generation model is not explicitly disclosed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free tier - all content permanently free |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
7300 Wealth Management product offering
Product offeringCore offering
7300 Wealth Management is an investment advisory firm that delivers retirement planning, trust management, and financial counseling solutions. Services are delivered by a small team of advisors led by a founder/portfolio manager, targeting individual clients seeking personalized wealth and retirement strategy guidance.
Product overview
光影视界 (Guang Ying Shi Jie) is a single unified video streaming platform providing free, registration-free access to over 100,000 video resources including movies, TV shows, and entertainment content. The platform emphasizes high-definition quality (4K/1080P/720P options), daily content updates, and cross-device compatibility including mobile, tablet, computer, and smart TV with screen-casting support.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Retirement planning advisory service helping individual clients prepare financially for retirement through tailored strategy and ongoing guidance.
- Trust Management Trust management services for individual clients, supporting the structuring, oversight, and ongoing administration of personal trusts.
- Financial Counseling Personal financial counseling service providing individualized advice on budgeting, saving, investing, and broader financial decision-making for clients.
- Investment Advisory / Portfolio Management Ongoing investment advisory and portfolio management service for individual clients, managed by the firm's Founder & Portfolio Manager.
Quantifiable outcome
- 250 million+ viewing sessions recorded on platform
- +2 more outcomes
Companies that use 7300 Wealth Management
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles1 record
7300 Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
7300 Wealth Management partnerships and signals
Strategic signalScale indicators4 records
Recent moves1 record
7300 Wealth Management competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat1 record
Key highlights5 records
Customer concentration
7300 Wealth Management social profiles
Digital presence7300 Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
7300 Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
7300 Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
7300 Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 7300 Wealth Management
What does 7300 Wealth Management do?
7300 Wealth Management is an investment advisory firm that delivers retirement planning, trust management, and financial counseling solutions. Services are delivered by a small team of advisors led by a founder/portfolio manager, targeting individual clients seeking personalized wealth and retirement strategy guidance.
Is 7300 Wealth Management a public or private company?
7300 Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was 7300 Wealth Management founded?
7300 Wealth Management was founded in 2025. It employs 1 to 10 people.
Where is 7300 Wealth Management based?
7300 Wealth Management is headquartered in Colorado Springs, United States, in the North America region.
How does 7300 Wealth Management make money?
One revenue line is on record: free Content Access.
Does 7300 Wealth Management have an API?
No public API is recorded for 7300 Wealth Management.
What industry is 7300 Wealth Management in?
7300 Wealth Management's product category is Investment Advisory. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.