Summit Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Summit Private Wealth, LLC is a single‑advisor registered investment adviser that provides discretionary portfolio management and financial planning services to a small client base. Its clients include individuals as well as corporations, pension and profit‑sharing plans, charitable institutions, foundations, endowments, estates and trusts, with approximately $15.9 million under management across 27 client relationships.
The firm develops individualized investment policies through personal interviews and an investment‑objective questionnaire, and typically implements portfolios of stocks, mutual funds and fixed‑income securities using fundamental, technical and cyclical analysis. Summit charges percentage‑of‑AUM advisory fees and offers written financial planning on a fixed‑fee ($2,000–$10,000) or hourly ($150) basis; financial planning fees are waived for clients engaged in asset management and asset management clients receive a complimentary annual plan update.
Noteworthy operational features include that, as of February 28, 2026, all assets reported were managed on a discretionary basis and the firm does not vote proxies for clients (clients retain that responsibility). The brochure also discloses that some firm representatives are separately licensed insurance agents (spending up to 10% of their time on those activities), and that the adviser may recommend retaining existing mutual fund share classes that carry 12b‑1 fees to avoid tax or transaction costs — conflicts the firm states it monitors in its custodial relationship with Charles Schwab.
Client services
Expertise
Fee options
Financial planning fixed fees range from $2,000 to $10,000
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%
$150 per hour for financial planning
Minimum fee: $1,200 minimum annual fee, may be waived at firm's discretion Fee-only: Financial planning fixed fee ranging from $2,000 to $10,000 or hourly rate of $150, waived if engaged in asset management
Main office
Acworth GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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