SUMMIT WEALTH MANAGEMENT

SUMMIT WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 318361). Regulatory assets under management: $246K.

Registration

• CRD: 318361
• Type: Registered investment adviser
• Phone: 410-507-9314
• Latest filing: 2026-01-15
• Regulatory AUM: $246K
• Discretionary AUM: $246K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318361 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search