Summit Wealth Management, LLC
Summit Wealth Management, LLC (CRD# 117742) is a financial advisory firm headquartered in Haymarket, VA. They manage $6,000,000 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Summit Wealth Management, LLC
By the Numbers
-
Total Assets Under Management6MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$111,111
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, VA
Financial Advisors at Summit Wealth Management, LLC
No Advisor Found.
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