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
Summit Wealth Solutions
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts65ACCOUNTS
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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
Registered Investment Advisor
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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