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| Keyboard |
| Summit Wealth & Retirement Planning Inc
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|---|---|
| CRD # | 285972 |
| SEC # | 801-108910 |
| CIK # | 0001766995 |
| AUM | 978.1 M (2026-03-09) |
| Employees | 12 (58% Investors, 17% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-927-1900 |
| Address | 435 E Shore Drive Eagle, ID 83616 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Precious Metals Basket Trust | 28.1 | ||
| Apple Inc | 6.2 | ||
| Microsoft Corp | 4.3 | ||
| Alphabet Inc | 3.9 | ||
| Tesla Motors Inc | 2.5 | ||
| J P Morgan Chase & Co | 2.4 | ||
| Alphabet Inc | 2.1 | ||
| Broadcom Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 68.2 |
| (b) Individuals (high net worth individuals) | 194 | 900.6 |
| (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 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,018 | 978.1 |
| By Discretionary | ||
| Discretionary | 919 | 704.7 |
| Non-Discretionary | 99 | 273.4 |
| Total | 1,018 | 978.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 978.1 | |
| Total | 1,018 | 978.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766995] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nuance Investments LLC
✚
|
MO | 984.3 M |
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 983.3 M |
|
Oliver Luxxe Assets LLC
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|
NJ | 981.9 M |
|
Wealth Alliance Advisory Group LLC
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|
KS | 978.6 M |
|
MBE Wealth Management LLC
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|
WI | 977.1 M |
|
MAIA Wealth LLC
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|
CO | 973.0 M |
|
Franklin Managed Options Strategies LLC
✚
|
CT | 972.5 M |
|
Lebenthal Global Advisors LLC
✚
|
NY | 971.8 M |
|
Elk River Wealth Management LLC
✚
|
CO | 971.3 M |
|
The Arkansas Financial Group Inc
✚
|
AR | 971.1 M |