SUMMIT WEALTH LLC

SUMMIT WEALTH LLC of OREM, UT is an SEC-registered investment adviser (CRD 332859).

Registration

• CRD: 332859
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332859 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search