SUMMA WEALTH MANAGEMENT

SUMMA WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 284399).

Registration

• CRD: 284399
• Type: Registered investment adviser
• Phone: 512-688-1219
• Latest filing: 2025-04-19
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284399 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search