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| Keyboard |
| Summa Global Advisors LLC
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|---|---|
| CRD # | 148713 |
| SEC # | 801-71249 |
| CIK # | |
| AUM | 144.1 M (2026-06-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 503-636-2022 |
| Address | 12901 SE 97th Ave Clackamas, OR 97015 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 27.9 |
| (b) Individuals (high net worth individuals) | 41 | 114.8 |
| (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 | 1.4 |
| (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 | 352 | 144.1 |
| By Discretionary | ||
| Discretionary | 322 | 132.9 |
| Non-Discretionary | 30 | 11.2 |
| Total | 352 | 144.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.1 | |
| Total | 352 | 144.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Glover Park Wealth Management LLC
✚
|
VA | 144.3 M |
|
Blue Anchor Wealth Advisors LLC
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|
AK | 144.2 M |
|
Shelter Wealth Strategies LLC
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|
TX | 144.1 M |
|
van Diest Capital LLC
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IA | 144.1 M |
|
PMG Family Office LLC
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TX | 144.0 M |
|
Haven Capital Group Inc
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|
CA | 143.9 M |
|
Kestrel Wealth Management LLC
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|
IN | 143.9 M |
|
Villanova Investment Management Company LLC
✚
|
PA | 143.9 M |
|
BGV Financial Advisors USA LLC
✚
|
FL | 143.8 M |
|
Davidov Financial Coaching LLC
✚
|
NY | 143.8 M |