Summit Wealth Management, Inc. is a Registered Investment Advisor ("RIA"), registered State of California. Summit Wealth Management provides asset management and related services for clients nationally. Summit Wealth Management will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission ("SEC"), as applicable. Summit Wealth Management renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Summit will provide all prospective clients with a copy of our current Form ADV, Part 2 prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can view our current Form ADV, Part 2 on our web site. In addition, you can Contact Us to request a hardcopy.
If you have any questions regarding Compliance and Regulatory information, please Contact Us.