Investment adviser · CRD 105714

SUMMIT WEALTH MANAGEMENT, INC

Investment adviser filing (IA)

SUMMIT WEALTH MANAGEMENT

ATLANTA, GA, United States · Form ADV filed Dec 12, 2012

Regulatory AUM
$517M
Form ADV · Item 5.F
Client accounts
2,242
Accounts, not individual clients
Employees
17
Reported in this filing
Advisory professionals
8
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 12, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

115 PERIMETER CENTER PLACE NE, SUITE 150
ATLANTA, GA, 30346, United States

CRD 105714

Filing source

Form ADV 685620 · Dec 12, 2012 · 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.