RIA Intel›Advisers›Washington›SUMMIT FAMILY OFFICE SERVICES, LLC

SUMMIT FAMILY OFFICE SERVICES, LLC

Advisory

WA

Data as of Jul 20, 2026 · Source: SEC Form ADV

Average account

$433K

across 15 accounts

AUM per adviser

$2M

4 advisers

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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FIT FINANCIAL CONSULTING LLC

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