Second Summit Wealth Management, LLC

Overview

Second Summit Wealth Management, LLC is an independent, SEC-registered registered investment adviser operating as a limited liability company. The firm serves individual and family clients with a fee model based on a percentage of assets under management and positions itself as a capital allocator and selector of outside managers. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses and institutional clients, along with the selection and oversight of other advisers. Investment activity centers on pooled public fund solutions—mutual funds and similar vehicles—rather than a heavy roster of direct individual-stock holdings. The firm is not an active ESG investor and does not present itself as a multi-state adviser. That profile, combined with a relatively small client base and high average relationship size, suggests a boutique practice that implements diversified, manager-driven portfolios rather than a direct-stock, do-it-yourself approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices