# SUMMIT WEALTH MANAGEMENT

SUMMIT WEALTH MANAGEMENT of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 105714
- Type: SEC-registered investment adviser
- SEC file number: 801-29339
- 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)

| Name | Role | Location |
| --- | --- | --- |
| ALLECA ANGELO ANTHONY | CEO; CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| CHAMBERLAIN PETER LYNN | INVESTMENT ADVISOR; PRESIDENT/OWNER; PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | — |
| ZOUTENDIJK BEN G | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105714/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105714/similar
- Related entities: https://search.stillhousedata.com/firm/105714/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105714

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.