Be advised. This firm is no longer registered.

Summerlin Family Wealth, LLC

Summerlin Family Wealth, LLC (CRD# 189517) is a financial advisory firm headquartered in Las Vegas, NV. They manage $34,200,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $1,800,000
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NV

Financial Advisors at Summerlin Family Wealth, LLC
No Advisor Found.
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