SUMMIT WEALTH MANAGEMENT

SUMMIT WEALTH MANAGEMENT of ATLANTA, GA is an SEC-registered investment adviser (CRD 105714). Regulatory assets under management: $517.0M.

Registration

• CRD: 105714
• SEC file number: 801-29339
• Type: Registered investment adviser
• Location: 115 PERIMETER CENTER PLACE NE, SUITE 150, ATLANTA, GA, 30346
• Phone: 770-391-5831
• Latest filing: 2012-12-12
• Regulatory AUM: $517.0M
• Discretionary AUM: $463.0M
• Non-discretionary AUM: $54.0M
• Clients: 17
• Accounts: 2,242

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 105714 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search