RIA Intel›Advisers›Colorado›SUMMIT WEALTH ASSET MANAGEMENT LLC

SUMMIT WEALTH ASSET MANAGEMENT LLC

Advisory

DENVER, CO

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in CO

#659

of 720 advisers by AUM

Average account

$147K

across 348 accounts

AUM per adviser

$51M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$51M

Discretionary %

100%

Clients

78

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, MN, WY

Succession Risk

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

See plansIncluded with the Intelligence plan

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

78 clients

25 high-net-worth

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

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

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