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).
Current Firm Details
Summit Asset Strategies Wealth Management, LLC
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts74ACCOUNTS
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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
Registered Investment Advisor
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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