# SECOND SUMMIT WEALTH MANAGEMENT, LLC

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

## Registration

- CRD: 317984
- Type: SEC-registered investment adviser
- SEC file number: 801-130298
- Phone: (415)-275-2442
- Latest filing: 2026-03-25
- Regulatory AUM: $149.7M
- Discretionary AUM: $147.5M
- Non-discretionary AUM: $2.1M
- Clients: 1
- Accounts: 165

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Sabrina Francis Lowell | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| LOWELL SABRINA FRANCIS | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SAN FRANCISCO | CA | 1 | 415-275-2442 |
| SAN FRANCISCO | CA | 1 | 415-275-2442 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317984/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317984/similar
- Related entities: https://search.stillhousedata.com/firm/317984/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317984

---

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.