Triple Summit Advisors, LLC

Triple Summit Advisors, LLC (CRD# 282764) is a financial advisory firm headquartered in Newton, MA. They manage $19,676,981 in 157 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $125,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, MA, NY, TX

Financial Advisors at Triple Summit Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Wei Wang
CRD#: 4833881
Newton, MA
96
Wealthminder
score

Wei Wang (CRD# 4833881) is an Investment Advisor Representative working at Triple Summit Advisors, LLC in Newton, MA and has over 13 years of experience in the finance industry.

2
Dan Kanivas
CRD#: 6614568
Lafayette, CA
89
Wealthminder
score

Dan Kanivas (CRD# 6614568) is an Investment Advisor Representative working at Triple Summit Advisors, LLC in Lafayette, CA and has over 2 years of experience in the finance industry.

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