Summit Private Wealth, LLC

Overview

Summit Private Wealth, LLC is an independent, single-owner registered investment adviser that focuses on planning and portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and positions itself as a boutique adviser managing concentrated client relationships rather than large institutional pools. Investment activity is tilted toward publicly traded pooled vehicles—public funds and mutual funds make up the bulk of reported assets—and the firm does not identify as an active ESG investor. While Summit is not a capital allocator in the sense of running a broad multi-manager platform, it does use third-party managers to gain exposure to select alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices