Summit Wealth Management

Overview

Summit Wealth Management is a small, privately owned limited liability company that functions as an investment adviser and insurance broker. The firm describes itself as a capital allocator and offers a mix of advisory services centered on individual and small‑business clients: financial planning, portfolio management, selection of other advisers, and educational seminars and workshops. Its fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a multi‑state advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices