SUMMIT WEALTH MANAGEMENT,INC. of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 104820). Regulatory assets under management: $5.0M.
| Name | Role | Location |
|---|---|---|
| ALLECA ANGELO ANTHONY | CHEIF COMPLIANCE OFFICIER / PRESIDENT; CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| BILLIMORIA FAROKH BILL | CHIEF INVESTMENT OFFICER; PRESIDENT/SECRETARY/TREASURER/DIRECTOR | — |
| MORROW MARK DARREN | PRINCIPAL | — |