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Adam B Wright

Investment Adviser Representative at SUMMIT GLOBAL INVESTMENTS, LLC

Mea, AZCRD #6234854Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
4 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam B. Wright has worked in the securities industry since 2014. They are registered to provide investment advisory services in Alaska, Arizona, California, and New Mexico.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
AlaskaArizonaCaliforniaNew Mexico
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/5/2014
Series 65
Uniform Investment Adviser Law Examination
Passed 1/22/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/16/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $500,0002.00%
$500,000 to $999,9991.70%
$1,000,000 and above1.50%
Source

Summit Global Investments, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUMMIT GLOBAL INVESTMENTS, LLCCurrent
2/12/2024Mea, AZ
ARETE WEALTH ADVISORS, LLC
4/21/20232/5/2024Mesa, AZ
CENTER STREET ADVISORS, INC.
3/16/20166/13/2023Mesa, AZ
SKYOAK WEALTH MANAGEMENT, INC.
2/20/20146/30/2015Medford, OR

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam B Wright has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Adam B Wright - Financial Advisor in Mea, AZ | AdvisorFinder