# SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC

SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 139728
- Type: SEC-registered investment adviser
- SEC file number: 801-69479
- Location: 10655 NE 4TH STREET STE 500, BELLEVUE, WA, 98004
- Phone: 425-646-7101
- Latest filing: 2015-03-23
- Regulatory AUM: $9.5M
- Discretionary AUM: $9.5M
- Clients: 1
- Accounts: 74

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| YOO CHRIS YOUNG | CHIEF COMPLIANCE OFFICER; MANAGER & CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| HONG JIN WOO | MEMBER | — |
| KO SUNG CHUL | MEMBER | — |
| CHANG YONG WOON | MANAGER | — |


## Private funds (2)

Mix: Other Private Fund 1 · Private Equity Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| SUMMIT STABLE VALUE FUND, LLC | Other Private Fund | — | 1 | $6.6M | $50K |
| SUMMIT STRATEGIC OPPORTUNITIES FUND I, LLC | Private Equity Fund | — | 6 | $860K | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139728/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139728/similar
- Related entities: https://search.stillhousedata.com/firm/139728/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139728

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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.