Summit Wealth Advocates LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Summit Wealth Advocates LLC ✚
CRD #	151330
SEC #	801-112153
CIK #
AUM
Employees	8 (62% Investors, 0% Brokers)
Phone	612-987-9112
Address	5871 Crossandra Street SE Prior Lake, MN 55372
Source	[IAPD] [Website] [Twitter] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	345	68.7
(b) Individuals (high net worth individuals)	219	246.2
(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	1	0.0
(n) Other	0	0.0
Total	1,414	314.9
By Discretionary
Discretionary	1,179	295.1
Non-Discretionary	235	19.8
Total	1,414	314.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		314.9
Total	1,414	314.9

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