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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Wealth & Retirement Planning Inc
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|---|---|
| CRD # | 285972 |
| SEC # | 801-108910 |
| CIK # | 0001766995 |
| AUM | $824.8 M (2025-06-25) |
| Employees | 11 (55% Investors, 18% Brokers) |
| Phone | 925-927-1900 |
| Address | 2000 Crow Canyon Place San Ramon, CA 94583 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Precious Metals Basket Trust | 21.0 | ||
| Apple Inc | 5.8 | ||
| Microsoft Corp | 5.5 | ||
| J P Morgan Chase & Co | 2.4 | ||
| Alphabet Inc | 2.4 | ||
| Tesla Motors Inc | 2.2 | ||
| Nvidia Corp | 1.8 | ||
| Broadcom Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 56.4 |
| (b) Individuals (high net worth individuals) | 202 | 760.8 |
| (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 | 0.1 |
| (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 | 8 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 966 | 824.8 |
| By Discretionary | ||
| Discretionary | 842 | 559.3 |
| Non-Discretionary | 124 | 265.5 |
| Total | 966 | 824.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 824.8 | |
| Total | 966 | 824.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766995] |
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|---|---|---|
|
Vertex Planning Partners LLC
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IL | 0.8 |
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Brown Miller Wealth Management LLC
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VA | 0.8 |
|
Verum Partners LLC
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NC | 0.8 |
|
Childress Capital Advisors LLC
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TX | 0.8 |
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The Advisory Group of San Francisco LLC
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CA | 0.8 |
|
Brickley Wealth Management
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CA | 0.8 |
|
Milestone Investment Advisors LLC
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|
WI | 0.8 |
|
Leonard Rickey Investment Advisors PLLC
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|
WA | 0.8 |
|
TCP Asset Management LLC
✚
|
OH | 0.8 |
|
Meg Green & Associates Inc
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|
FL | 0.8 |