# SUMMA GLOBAL ADVISORS, LLC

SUMMA GLOBAL ADVISORS, LLC of CLACKAMAS, OR is an SEC-registered investment adviser.

## Registration

- CRD: 148713
- Type: SEC-registered investment adviser
- SEC file number: 801-71249
- Location: 12901 SE 97TH AVE, SUITE 390, CLACKAMAS, OR, 97015
- Phone: 503-636-2022
- Latest filing: 2026-06-17
- Regulatory AUM: $144.1M
- Discretionary AUM: $132.9M
- Non-discretionary AUM: $11.2M
- Clients: 2
- Accounts: 352

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Wai Ngan Henry Yu | MANAGING DIRECTOR; PRESIDENT | — |
| Valerie Ruth Wakefield | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY | — |
| JOHNSON ROGER LANE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; CHIEF COMPLIANCE OFFICER/PRINCIPAL (+1 more) | — |
| WAKEFIELD RACHEL JEAN | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; MANAGING MEMBER; OWNER; PRESIDENT (+3 more) | — |
| YU WAI NGAN | MEMBER; SOLE MEMBER | — |
| YU WAI NGAN HENRY | MANAGING DIRECTOR; MANAGING MEMBER; PRESIDENT (+3 more) | — |
| Wakefield Valerie Ruth | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY | — |
| Valerie Ruth Tucker | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148713/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148713/similar
- Related entities: https://search.stillhousedata.com/firm/148713/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148713

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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.