SUMMITWEST MANAGEMENT LTD

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
338092
Registered since
July 24, 2025

Firm profile

FINTRX

Overview

Summitwest Management Ltd operates as a corporation and is registered with the SEC since 2025. The firm focuses on activities related to commodity pool operations (CPO) or commodity trading advisory (CTA). While it does not classify itself as a capital allocator, it engages in various investment activities and has affiliations with broker-dealers and other investment advisers. Summitwest Management Ltd does not actively pursue ESG investments and is not recognized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • HUAN WANG

    CEOCRD 8138947

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1312 17th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth