Summit Wealth Strategies

Overview

Summit Wealth Strategies is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and charges advisory fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, selecting other advisers, and publishing periodicals or newsletters. Summit identifies as a capital allocator and uses third‑party managers as part of its investment program. The firm does not describe itself as an active ESG investor and does not list multi‑state registration or pension consulting as part of its practice. It also maintains an affiliation with at least one insurance company and another investment adviser, reflecting relationships used to expand product or distribution capabilities.

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Public Holdings

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Location & Offices