SUMMIT WEALTH STRATEGIES

SUMMIT WEALTH STRATEGIES of DENVER, CO is an SEC-registered investment adviser (CRD 332976). Regulatory assets under management: $51.2M.

Registration

• CRD: 332976
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332976 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search