Summit Wealth is an investment advisor in Tulsa with $111.27 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
20402320
SEC advisor number
801-107026
FINRA CRD number
282205
AUM ?
$516.06 mm
(as of 12 Mar 24)
Accounts
1,137
(as of 12 Mar 24)
Employees
10
(8 investment advisory or research)
Address
Summit Wealth
205 BILLINGS FARM RD # 2A
WHITE RIVER JUNCTION
VT 05001
205 BILLINGS FARM RD # 2A
WHITE RIVER JUNCTION
VT 05001
Phone
802-295-5300
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jul 24
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22