Kwaku Kobe Robinson
Advisor at Summit Wealth LLC — Orem, UT
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
3 years
Location
Orem, UT
Kwaku Robinson is a financial advisor at Summit Wealth LLC in Orem, UT, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Fidelity Investments and has experience in education and nonprofit sectors. Outside of his advisory role, Robinson is an independent real estate broker with Exp Realty. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and cash management services. The firm implements portfolios primarily using mutual funds and ETFs, guided by documented client profiles and investment policies.
Based on Summit Wealth LLC
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.80% $1,000,000+: 0.55%
Account minimum: $250,000 Minimum fee: Minimum annual fee of $3,750 for Wealth Management; $2,500 per year for Financial Planning Fee-only: Financial Planning: $2,500 per year billed quarterly ($625) or monthly ($208.33) in arrears; Wealth Management: tiered percentage of AUM fees billed quarterly in arrears
Orem, UT
Orem UT
Advisors at this office
2
Utah
3 years of industry experience
Summit Wealth LLC
2026 - Present • 1 year
Orem, UT
FIDELITY INVESTMENTS
2023 - 2026 • 3 years
American Fork, UT
Utah Valley University
2022 - 2023 • 1 year
Orem, UT
MTN OPS
2022 - 2023 • 1 year
Fruit Heights, UT
The Church Of Jesus Christ of Latter-Day Saints
2020 - 2022 • 2 years
Southfield, UT
Weber state university
2019 - 2022 • 3 years
Ogden, UT
Kentson Car Company
2019 - 2020 • 1 year
Bountiful, UT
Sweeto Burrito
2018 - 2018 • 1 year
Woods Cross, UT
Mr Car Wash
2018 - 2019 • 1 year
Bountiful, UT
Woods Cross High School
2016 - 2019 • 3 years
Woods Cross, UT
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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