S
Summit Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,699,622
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
47
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
47
Average account size
$99,992
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
Financial planning
Portfolio management
Expertise
Passive / index investing
General retirement planning
Fee options
$0 - $4,999,999: 1.00% $5,000,000+: 0.50%
$150 per hour
Main office location
Summit Wealth LLC
547 E. Grand Ave.
Haysville KS 67060, United States
Number of offices
2
Most active in
Summit Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")