Investment adviser · CRD 151330
SUMMIT WEALTH ADVOCATES, LLC
Investment adviser filing (IA)
· Form ADV filed Dec 26, 2023
- Regulatory AUM
- $315M Form ADV · Item 5.F
- Client accounts
- 1,414 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 219 | $246,218,920 | 78.2% |
| Individuals | 345 | $68,716,801 | 21.8% |
| Corporations & businesses | Fewer than 5 | $2,776 | 0.0% |
Filing source
Form ADV 1808015 · Dec 26, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 26, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
CRD 151330
Filing source
Form ADV 1808015 · Dec 26, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.