Overview
Assets Under Management: $105 million
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Frequently Asked Questions
SECOND SUMMIT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317984), SECOND SUMMIT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SECOND SUMMIT WEALTH MANAGEMENT, LLC serves 30 high-net-worth clients according to their SEC filing dated April 17, 2024. View client details ↓
According to their SEC Form ADV, SECOND SUMMIT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SECOND SUMMIT WEALTH MANAGEMENT, LLC manages $105 million in client assets according to their SEC filing dated April 17, 2024.
According to their SEC Form ADV, SECOND SUMMIT WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.37
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 135
Discretionary Accounts: 135
Regulatory Filings
CRD Number: 317984
Last Filing Date: 2024-04-17 00:00:00
Website: https://secondsummitwealth.com