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SUMMIT WEALTH AND RETIREMENT PARTNERS
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CRD 285972 · SEC 801-108910
435 E SHORE DRIVE, SUITE 220, EAGLE, ID, 83616, United States
Phone
(925) 927-1900
Fax
(925) 927-1907
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$978.1M
Discretionary AUM
$704.7M
Team
12 total employees; 7 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $68.2M |
| High net worth individuals | 194 | $900.6M |
| Corporations/business entities | 8 | $9.2M |
States served
CA, CO, ID, NV, NY, OH, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD