SUMMIT PRIVATE WEALTH, LLC

SUMMIT PRIVATE WEALTH, LLC is an SEC-registered investment adviser (CRD 301688). Regulatory assets under management: $15.9M.

Registration

• CRD: 301688
• Type: Registered investment adviser
• Phone: 404-702-1036
• Latest filing: 2026-03-06
• Regulatory AUM: $15.9M
• Discretionary AUM: $15.9M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301688 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search