Summit Wealth Strategies Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 149913
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI45.99%
- Individuals34.15%
- Corporations / Businesses19.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Summit Wealth Strategies Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional and business clients, offering financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses, and other organizations. Its fee mix includes percentage-of-AUM billing alongside hourly and fixed‑fee arrangements, which suggests flexibility for both ongoing asset management relationships and project-based planning work. Summit is not flagged as a multi‑state adviser and does not identify as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds70%
- Exchange Traded Equities25%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
1 of 1Michael Demeyere
OwnerCRD 3220368
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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