SUMMIT WEALTH LLC

Overview

Summit Wealth LLC is organized as a limited liability company under individual ownership. The firm is classified as "unclassified" in the FINTRX snapshot and is identified as a capital allocator, which suggests it places client capital across external managers or strategies in addition to managing assets directly. Its advisory services are focused on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fees are charged as a percentage of assets under management and via fixed fees. The firm is not flagged as an active ESG investor and is not listed as a multi-state adviser. FINTRX does not indicate that Summit Wealth LLC serves as a pension consultant or is a related adviser to another firm. The SEC registration year is not provided in the available snapshot.

Assets & Accounts