Second Summit Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 317984
- Registered since
- May 16, 2024
- Website
- secondsummitwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.12%
- Individuals0.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Second Summit Wealth Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2024. The firm serves individual and family clients on a fee‑based, percentage-of-AUM model and describes itself as a capital allocator. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm does not identify as an active ESG investor and is structured as a limited liability company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
- Private Funds1%
Contacts
1 of 1
Sabrina Lowell
Managing DirectorCRD 5128934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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