# SUMMIT WEALTH ADVOCATES, LLC

SUMMIT WEALTH ADVOCATES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 151330
- Type: SEC-registered investment adviser
- SEC file number: 801-112153
- Phone: 612-987-9112
- Latest filing: 2023-12-26
- Regulatory AUM: $314.9M
- Discretionary AUM: $295.1M
- Non-discretionary AUM: $19.8M
- Clients: 8
- Accounts: 1,414

## Officers, owners & control persons (9)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151330/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151330/similar
- Related entities: https://search.stillhousedata.com/firm/151330/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151330

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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.