SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC

SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 139728). Regulatory assets under management: $9.5M.

Registration

Officers, owners & control persons (4)

NameRoleLocation
YOO CHRIS YOUNGCHIEF COMPLIANCE OFFICER; MANAGER & CHIEF COMPLIANCE OFFICER; MEMBER (+1 more)
HONG JIN WOOMEMBER
KO SUNG CHULMEMBER
CHANG YONG WOONMANAGER

Private funds (2)

Other Private Fund: 1 · Private Equity Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
SUMMIT STABLE VALUE FUND, LLCOther Private Fund1$6.6M$50K
SUMMIT STRATEGIC OPPORTUNITIES FUND I, LLCPrivate Equity Fund6$860K$100K

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