SUMMIT RIDGE ADVISORS

SUMMIT RIDGE ADVISORS of MAPLETON, UT is an SEC-registered investment adviser (CRD 335600). Regulatory assets under management: $30.0M.

Registration

• CRD: 335600
• Type: Registered investment adviser
• Location: 724 S 1600 W #230, MAPLETON, UT, 84664
• Phone: 385-685-1960
• Latest filing: 2026-06-29
• Regulatory AUM: $30.0M
• Discretionary AUM: $24.7M
• Non-discretionary AUM: $5.3M
• Clients: 1
• Accounts: 191

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335600 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search