SUMMIT WEALTH MANAGEMENT

SUMMIT WEALTH MANAGEMENT, INC

ATLANTA, Georgia·1 registered advisor·CRD# 105714

SEC# 801-29339770-391-5831

Firm Overview

AUM

$517M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: FINANCIAL PLANNING

Specialties

Financial Planning Investment Management Wealth Management

Advisors at SUMMIT WEALTH MANAGEMENT

1 registered advisor

Angelo Anthony Alleca

ATLANTA, Georgia

CRD# 2326763

Office Locations

ATLANTA, Georgia

1 advisor

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Data sourced from SEC Form ADV filings. SUMMIT WEALTH MANAGEMENT (CRD# 105714) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.