RIA Intel›Advisers›Utah›SUMMIT RIDGE ADVISORS, LLC

SUMMIT RIDGE ADVISORS, LLC

Advisory

MAPLETON, UT

Data as of Jun 29, 2026 · Source: SEC Form ADV

Average account

$157K

across 191 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 29, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$25M

Non-Discretionary AUM$5M

Discretionary %82.4%

Total Clients93

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, UT

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

93 clients

9 high-net-worth

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

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