Summit Wealth Management

Overview

Summit Wealth Management is a small, individual-owned limited liability company that combines fee-based advisory work with insurance brokerage. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of outside advisers and educational seminars. Its fee options include a percentage of assets under management, hourly charges and fixed fees. Investmently, Summit operates as a capital allocator but on a very modest scale. It is not an active ESG investor and does not report multi-state advisory operations. The firm’s public filing shows a clear preference for pooled public funds as the primary vehicle for client exposure, with alternative exposures available through third-party managers rather than direct in-house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices