SUMMIT FINANCIAL MANAGEMENT LLC

SUMMIT FINANCIAL MANAGEMENT LLC of MEQUON, WI is an SEC-registered investment adviser (CRD 285353). Regulatory assets under management: $65.0M.

Registration

• CRD: 285353
• Type: Registered investment adviser
• Location: 1001 W. GLEN OAKS LANE, MEQUON, WI, 53092
• Phone: (262) 236-5090
• Latest filing: 2026-03-02
• Regulatory AUM: $65.0M
• Discretionary AUM: $65.0M
• Clients: 1
• Accounts: 230

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285353 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search