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SECOND SUMMIT WEALTH MANAGEMENT, LLC
CRD 317984 · SEC 801-130298
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.7M
Discretionary AUM
$147.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.3M |
| High net worth individuals | 32 | $148.4M |
States served
CA
All web addresses on file
- https://secondsummitfinancials.com
- https://secondsummit.us
- https://secondsummitfinancial.com
- https://www.linkedin.com/in/sabrinalowell/
- https://secondsummitwealth.com
- https://secondsummitwm.com
- https://www.instagram.com/second.summit
- https://twitter.com/sabrinalowell
- https://secondsummitwealthmanagement.com
- https://secondsummitadvisors.com
Official SEC filing: View on IAPD