Be advised. This firm is no longer registered.

Summit Asset Strategies Wealth Management, LLC

Summit Asset Strategies Wealth Management, LLC (CRD# 139728) is a financial advisory firm headquartered in Bellevue, WA. They manage $9,480,000 in 74 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $128,108
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Summit Asset Strategies Wealth Management, LLC
No Advisor Found.
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