Summit Wealth Strategies

Summit Wealth Strategies (CRD# 282502) is a financial advisory firm headquartered in Chesterfield, MO. They manage $790,545,044 in 4,790 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
https://www.facebook.com/summitstl/
By the Numbers
  • Total Assets Under Management
    791
    MILLION
  • Total Number of Accounts
    4,790
    ACCOUNTS
  • Average Account Value
    $165,041
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, IL, IN, KS, LA, MO, NY, OH, TN, TX, WA

Financial Advisors at Summit Wealth Strategies
Showing 11 - 14 of 14 top financial advisors.
11
Brent Spicuzza, financial advisor Chesterfield MO
Brent S. Spicuzza
CRD#: 4134728
16020 Swingley Ridge Road, Chesterfield, MO 63017

Brent Spicuzza (CRD# 4134728) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 24 years of experience in the finance industry.

12
William Woody, financial advisor Springfield MO
William O. Woody
CRD#: 472586
2833b E. Battlefield Road, Suite 112, Springfield, MO 65804

William Woody (CRD# 472586) is an Investment Advisor Representative working at Summit Wealth Strategies in Springfield, MO and has over 40 years of experience in the finance industry.

13
Linda Young, financial advisor Dallas TX
Linda S. Young
CRD#: 3102472
Dallas, TX

Linda Young (CRD# 3102472) is an Investment Advisor Representative working at Summit Wealth Strategies in Dallas, TX and has over 24 years of experience in the finance industry.

14
Adam Bippen, financial advisor Chesterfield MO
Adam W. Bippen
CRD#: 7273097
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017

Adam Bippen (CRD# 7273097) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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