SECOND SUMMIT WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$149,661,050
Discretionary
$147,511,953
Non-discretionary
$2,149,097
Firm details
- CRD number
- 317984
- SEC file number
- 801-130298
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.