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SUMMIT WEALTH STRATEGIES
SUMMIT WEALTH ASSET MANAGEMENT LLC
CRD 332976
425 S CHERRY ST., SUITE 840, DENVER, CO, 80246, United States
Phone
303-954-8141
Fax
720-639-6119
Registration
— (—)
Source
State registered
Total AUM
$51.2M
Discretionary AUM
$51.2M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $17.9M |
| High net worth individuals | 25 | $33.3M |
All web addresses on file
Official SEC filing: View on IAPD