RIA Intel›Advisers›Kansas›SUMMIT WEALTH LLC

SUMMIT WEALTH LLC

Advisory

HAYSVILLE, KS

Data as of Feb 2, 2026 · Source: SEC Form ADV

Average account

$98K

across 48 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS

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

48 clients

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

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Advisers of similar size in KS

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

CLEAR SPRINGS WEALTH LLC

$4M

MIROS WEALTH LLC

$5M

EMERALD BAY ADVISORS LLC

$5M

BLDR WEALTH LLC

SHAWNEE, KS

$6M

BLAZING STAR FINANCIAL, LLC

TOPEKA, KS

$3M

TOWER FINANCIAL STRATEGIES CORP.

$3M

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