Summit Wealth Strategies

Overview

Summit Wealth Strategies is an independent, individually owned LLC that advises primarily individuals and families on a fee basis tied to assets under management. The firm provides financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers and publishes client‑facing periodicals or newsletters. It identifies itself as a capital allocator, meaning it places client capital with outside managers for some strategies rather than running all strategies in‑house. Summit holds state registrations in Colorado, Minnesota and Wyoming and does not present itself as an ESG‑focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices