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SUMMIT FINANCIAL WEALTH ADVISORS
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
CRD 171278 · SEC 801-79686
1021 E. ST. MARY BLVD., LAFAYETTE, LA, 70503, United States
Phone
337-232-1141
Fax
337-232-1137
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.80B
Discretionary AUM
$1.72B
Team
22 total employees; 17 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersDIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 940 | $418.4M |
| High net worth individuals | 268 | $1.17B |
| Pension/profit sharing plans | 21 | $91.0M |
| Charitable organizations | 5 | $13.2M |
| State/municipal entities | 1 | $7.5M |
| Corporations/business entities | 30 | $98.7M |
States served
AL, AR, CO, GA, LA, MS, OK, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD