SUMMA CORP.
SEC Form ADV profile.
Total regulatory AUM
$1,586,540,509
Discretionary
$1,402,054,145
Non-discretionary
$184,486,364
Firm details
- CRD number
- 113091
- SEC file number
- 801-107935
- Main office
- THE WOODLANDS, TX, United States
- Employees
- 5
- SEC status
- Approved
- Website
- http://summa-wealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.