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).
Total Assets Under Management517MILLION
Total Number of Accounts2,242ACCOUNTS
Average Account Value$230,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients