SUMMIT WEALTH ADVOCATES, LLC is an SEC-registered investment adviser (CRD 151330). Regulatory assets under management: $314.9M.
| Name | Role | Location |
|---|---|---|
| LONER MELISSA RILYNN | CHIEF COMPLIANCE OFFICER | — |
| WRIGHT SASHA M | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | — |
| MACKAY JASON CHRISTOPHER | PRESIDENT | — |
| PRIMEAU BRUCE ALBERT | PRESIDENT | — |
| GOVIN JON ALLEN | VICE-PRESIDENT; VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BOTZET REBECCA JUDITH | WEALTH ADVOCATE | — |
| WALTERS KIRK WILLIAM | CHIEF EXECUTIVE OFFICER | — |
| MEHLMAN MARC S | CHIEF FINANCIAL OFFICER | — |
| Bailey Tabitha Thomas | CHIEF LEGAL OFFICER | — |