Unclaimed Profile

Angelo Anthony Alleca

SUMMIT WEALTH MANAGEMENT·ATLANTA, Georgia

Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 28, Series 55, Series 63, Series 6517 years registeredSUMMIT WEALTH MANAGEMENT

115 PERIMETER CENTER PLACE NE, ATLANTA, GA 30346CRD# 2326763Firm CRD# 105714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angelo Anthony Alleca · ATLANTA, GA

Registration

CRD #2326763 · SUMMIT WEALTH MANAGEMENT · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT WEALTH MANAGEMENT

SUMMIT WEALTH MANAGEMENT, INC

Apr 2009 – Dec 2013

SCHAUMBURG, IL

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 9

Series 10

Series 24

Series 28

Series 55

Series 63

Series 65

Registration record

First registered · April 24, 2009

Years registered · 17

Disclosure History

2012Civil·Final

2012Regulatory·Final

2004Regulatory·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SUMMIT WEALTH MANAGEMENT

CRD 105714 · SEC 801-29339

AUM

$517M

Regulatory assets under management

Employees

2,242 client accounts

Services offered by SUMMIT WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMIT WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Angelo Anthony Alleca offer?

Angelo Anthony Alleca specializes in Financial Planning, Investment Management, Wealth Management.

What are Angelo Anthony Alleca's credentials?

Angelo Anthony Alleca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angelo Anthony Alleca located?

Angelo Anthony Alleca is based in ATLANTA, Georgia, last registered with SUMMIT WEALTH MANAGEMENT.

How does Angelo Anthony Alleca charge for services?

Angelo Anthony Alleca's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT WEALTH MANAGEMENT?

SUMMIT WEALTH MANAGEMENT has approximately 17 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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