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| Summit Wealth Advocates LLC
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|
|---|---|
| CRD # | 151330 |
| SEC # | 801-112153 |
| CIK # | |
| AUM | $314.9 MM (2023-02-07) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 612-987-9112 |
| Address | 5871 Crossandra Street SE Prior Lake, MN 55372 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 345 | 68.7 |
| (b) Individuals (high net worth individuals) | 219 | 246.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,414 | 314.9 |
| By Discretionary | ||
| Discretionary | 1,179 | 295.1 |
| Non-Discretionary | 235 | 19.8 |
| Total | 1,414 | 314.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 314.9 | |
| Total | 1,414 | 314.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Carolina Qualified Retirement Plan Advisers LLC
✚
|
SC | 0.3 |
|
Lifeguide Financial Advisors LLC
✚
|
PA | 0.3 |
|
Aurora Private Wealth Inc
✚
|
NJ | 0.3 |
|
Alpha Capital Management Group LLC
✚
|
CO | 0.3 |
|
Access Financial Services Inc
✚
|
MN | 0.3 |
|
Compound Family Offices LLC
✚
|
FL | 0.3 |
|
Juncture Wealth Strategies LLC
✚
|
AZ | 0.3 |
|
Sunpointe LLC
✚
|
MO | 0.3 |
|
Collective Family Office LLC
✚
|
PA | 0.3 |
|
Aquire Wealth Advisors LLC
✚
|
UT | 0.3 |