# SUMMIT WEALTH & RETIREMENT PLANNING, INC.

SUMMIT WEALTH & RETIREMENT PLANNING, INC. of EAGLE, ID is an SEC-registered investment adviser.

## Registration

- CRD: 285972
- Type: SEC-registered investment adviser
- SEC file number: 801-108910
- Location: 435 E SHORE DRIVE, SUITE 220, EAGLE, ID, 83616
- Phone: (925) 927-1900
- Latest filing: 2026-03-09
- Regulatory AUM: $978.1M
- Discretionary AUM: $704.7M
- Non-discretionary AUM: $273.4M
- Clients: 12
- Accounts: 1,018

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Robert Anthony Cucchiaro | PRESIDENT, SHAREHOLDER | — |
| Donald Ryan Mccloskey | CHIEF COMPLIANCE OFFICER | Camas, WA |
| PORTER HAROLD KING | PRINCIPAL/CFO; PRINCIPAL, CFO, SHAREHOLDER | — |
| CUCCHIARO ROBERT ANTHONY | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT, SHAREHOLDER | — |
| McCloskey Donald Ryan | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285972/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285972/similar
- Related entities: https://search.stillhousedata.com/firm/285972/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285972

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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.