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SUMMIT WEALTH MANAGEMENT

Advisory

N·ATLANTA, GA

Data as of Dec 12, 2012 · Source: SEC Form ADV

Total AUM

$517M

1-Year AUM Growth

0.0%

3-Year CAGR

+4.5%

Employees

8

Assets Under Management

Total AUM$517M

Discretionary AUM$463M

Non-Discretionary AUM$54M

Discretionary %89.6%

Total Clients—

Team

Total Employees8

Investment Advisers17

Employee Growth (1Y)—

Filing History

Total Filings on Record46

First FilingMar 16, 2001

Latest FilingDec 12, 2012

🔒 Full AUM trend chart and 46 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SUMMIT WEALTH MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.