Summit Wealth Management LLC
SEC RegisteredIs your investment strategy age appropriate?
About the firm
Summit Wealth Management is a Registered Investment Advisory firm with an extensive background as CPAs. Their priority is to devise an investment strategy that makes sense regardless of life changes, adjusting portfolios to support clients' future success through a relationship-driven process.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and investment advisory services, including portfolio adjustment based on assets, liabilities, and risk tolerance, with a focus on tax efficiency and financial planning through life changes.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 149 | $32M |
| High Net Worth Individuals | 49 | $88M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Summit Wealth Management LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched