Be advised. This firm is no longer registered.

Summit Wealth Solutions

Summit Wealth Solutions (CRD# 147311) is a financial advisory firm headquartered in Bellevue, WA. They manage $8,500,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $130,769
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Summit Wealth Solutions
No Advisor Found.
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