Be advised. This firm is no longer registered.

Summit Wealth Management, Inc.

Summit Wealth Management, Inc. (CRD# 105714) is a financial advisory firm headquartered in Atlanta, GA. They manage $517,000,000 in 2,242 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
115 Perimeter Center Place Ne, Suite 150, Atlanta, GA 30346
http://www.summitwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    517
    MILLION
  • Total Number of Accounts
    2,242
    ACCOUNTS
  • Average Account Value
    $230,598
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Summit Wealth Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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