# SUMMIT WEALTH STRATEGIES

SUMMIT WEALTH STRATEGIES of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 332976
- Type: SEC-registered investment adviser
- Location: 425 S CHERRY ST., DENVER, CO, 80246
- Phone: 303-954-8141
- Latest filing: 2026-03-12
- Regulatory AUM: $51.2M
- Discretionary AUM: $51.2M
- Clients: 1
- Accounts: 348

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332976/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332976/similar
- Related entities: https://search.stillhousedata.com/firm/332976/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332976

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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.