Summit Wealth Solutions

Summit Wealth Solutions (CRD# 147311) is a financial advisory firm headquartered in Bellevue, WA. They manage $8,000,000 in 146 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $54,795
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

WA

Financial Advisors at Summit Wealth Solutions
Showing 1 - 2 of 2 top financial advisors.
1
Robert N. Lewis
CRD#: 2364937
12835 Bel-red Road, Suite 224, Bellevue, WA 98005
93
Wealthminder
score

Robert Lewis (CRD# 2364937) is an Investment Advisor Representative working at Summit Wealth Solutions in Bellevue, WA and has over 23 years of experience in the finance industry.

2
Margaret E. Powers
CRD#: 2656995
11900 Ne 1st Street, Suite300, Bellevue, WA 98005
90
Wealthminder
score

Margaret Powers (CRD# 2656995) is an Investment Advisor Representative working at Summit Wealth Solutions in Bellevue, WA and has over 5 years of experience in the finance industry.

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