SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Doing business as SUMMIT FINANCIAL WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$1,799,431,900
Discretionary
$1,719,232,252
Non-discretionary
$80,199,648
Firm details
- CRD number
- 171278
- SEC file number
- 801-79686
- Main office
- LAFAYETTE, LA, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.