# SUMMIT WEALTH LLC

SUMMIT WEALTH LLC of OREM, UT is an SEC-registered investment adviser.

## Registration

- CRD: 332859
- Type: SEC-registered investment adviser
- Location: 563 E 875 N, OREM, UT, 84097
- Phone: 801-669-7767
- Latest filing: 2026-04-13
- Clients: 1

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332859/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332859/similar
- Related entities: https://search.stillhousedata.com/firm/332859/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332859

---

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.