Be advised. This firm is no longer registered.

Summit Wealth And Retirement Partners

Summit Wealth And Retirement Partners (CRD# 136918) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $28,050,708 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,402,535
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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.

CA

Financial Advisors at Summit Wealth And Retirement Partners
Showing 1 - 1 of 1 top financial advisors.
1
Michael M. Metra
CRD#: 5179310
1990 N. California Blvd, Suite 930, Walnut Creek, CA 94596
90
Wealthminder
score

Michael Metra (CRD# 5179310) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in Walnut Creek, CA and has over 3 years of experience in the finance industry.

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