SUMMIT WEALTH LLC

SUMMIT WEALTH LLC of HAYSVILLE, KS is an SEC-registered investment adviser (CRD 333475). Regulatory assets under management: $4.7M.

Registration

• CRD: 333475
• Type: Registered investment adviser
• Location: 547 E. GRAND AVE., HAYSVILLE, KS, 67060
• Phone: 316-554-6788
• Latest filing: 2026-02-02
• Regulatory AUM: $4.7M
• Discretionary AUM: $4.7M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search