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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Second Summit Wealth Management LLC
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| CRD # | 317984 |
| SEC # | 801-130298 |
| CIK # | |
| AUM | $122.2 M (2025-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-275-2442 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.0 |
| (b) Individuals (high net worth individuals) | 30 | 120.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 151 | 122.2 |
| By Discretionary | ||
| Discretionary | 151 | 122.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 151 | 122.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.2 | |
| Total | 151 | 122.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Broadview Wealth Management LLC
✚
|
0.1 | |
|
Murray Financial Services Inc
✚
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CA | 0.1 |
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Ahara Advisors LLC
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NJ | 0.1 |
|
Chicago Capital Management Advisors LLC
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|
IL | 0.1 |
|
Kurtin Financial Advisers LLC
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|
0.1 | |
|
Maiden Cove Capital LLC
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|
ME | 0.1 |
|
Arbus Capital Management LLC
✚
|
0.1 | |
|
Pinnacle Strategic Wealth Management LLC
✚
|
PA | 0.1 |
|
Farnam Financial LLC
✚
|
AZ | 0.1 |
|
Grimaldi Portfolio Solutions Inc
✚
|
NY | 0.1 |