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SUMMIT WEALTH LLC
CRD 333475
547 E. GRAND AVE., HAYSVILLE, KS, 67060, United States
Phone
316-554-6788
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$4.7M
Discretionary AUM
$4.7M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $4.7M |
| Pension/profit sharing plans | 1 | $7K |
Official SEC filing: View on IAPD