Wealth Manager
    SEC Registered
    Manages Private Funds

    Summit Wealth and Retirement Partners

    Registered investment advisor · Eagle, Idaho · CRD #285972

    Assets Under Management
    $978M
    Client Accounts
    1,018
    Employees
    12
    CRD Number
    285972
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Summit Wealth and Retirement Partners

    Summit Wealth & Retirement Partners is a financial advisory firm focused on customized financial planning and retirement strategies, located in San Ramon and Danville, CA, committed to transparency and client-centric service. They specialize in optimizing 401(k) plans and comprehensive financial life management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Summit Wealth and Retirement Partners

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    Frequently Asked Questions

    What is Summit Wealth and Retirement Partners's AUM?

    Summit Wealth and Retirement Partners reports approximately $978M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Summit Wealth and Retirement Partners headquartered?

    Summit Wealth and Retirement Partners is headquartered in Eagle, Idaho.

    What is Summit Wealth and Retirement Partners's CRD number?

    Summit Wealth and Retirement Partners's CRD number is 285972. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Summit Wealth and Retirement Partners manage?

    Summit Wealth and Retirement Partners manages approximately 1,018 client accounts according to its latest SEC filing.

    Is Summit Wealth and Retirement Partners SEC registered?

    Yes, Summit Wealth and Retirement Partners is registered with the SEC as an investment adviser with an approved registration status.

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