Summerlin Family Wealth, LLC

Summerlin Family Wealth, LLC (CRD# 189517) is a financial advisory firm headquartered in Las Vegas, NV. They manage $25,500,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $2,833,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NV

Financial Advisors at Summerlin Family Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Annie C. Evans
CRD#: 4972050
1980 Festival Plaza Drive, Suite 300, Las Vegas, NV 89135
93
Wealthminder
score

Annie Evans (CRD# 4972050) is an Investment Advisor Representative working at Summerlin Family Wealth, LLC in Las Vegas, NV and has over 10 years of experience in the finance industry.

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