SEC Form ADV

SUMMIT WEALTH AND RETIREMENT PARTNERS

Registered Investment AdviserID
$978.1M
Assets Under Management
10
Total Clients
12
Employees
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Registration Details

Accession
crd-285972
Location
EAGLE, ID
Filing Date
March 9, 2026
AUM
$978.1M
Total Clients
10
Employees
12
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

SUMMIT WEALTH AND RETIREMENT PARTNERS is a registered investment adviser headquartered in EAGLE, ID, managing approximately $978.1M in assets across 10 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.