Summit Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,692,310
Clients
47
Advisors
1
of 1 employees
About
Summit Wealth LLC provides ongoing portfolio management and financial planning services for individual clients. The firm prepares an Investment Policy Statement for each client and generally recommends ETFs (including precious‑metal sector ETFs), offering both discretionary and non‑discretionary management.
Its investment approach draws on multiple analysis methods — charting, cyclical, fundamental, quantitative and technical analysis, as well as modern portfolio theory — and emphasizes long‑term trading and model allocations tailored to each client’s goals and risk tolerance. Accounts are reviewed at least quarterly and client restrictions and risk tolerances are documented and incorporated into each plan.
The firm’s principal owner also serves as a tax advisor for an affiliated accounting practice (SR Accounting Service Inc.) and may offer accounting or tax services to clients, a relationship the brochure identifies as a potential conflict of interest. The firm requires clients to use a specific institutional custodian (Schwab Institutional), may receive soft‑dollar benefits from custodians, and does not aggregate trades across multiple client accounts, all of which can materially affect trade execution and access to third‑party research.
Client services
Expertise
Fee options
$0 - $4,999,999: 1.00% $5,000,000+: 0.50%
$150 per hour
Main office
547 E. Grand Ave.
Haysville KS 67060
Advisors at this office
1
Most active in
Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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