SUMMIT WEALTH MANAGEMENT,INC.
Legal name: SUMMIT WEALTH MANAGEMENT,INC
CRD #104820 SEC #801-19451 ROSWELL, GA 678-277-4642
SEC Registered
Total AUM
$110M
Discretionary
$110M
Employees
10
Clients
26
Accounts
150
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 28, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLECA, ANGELO, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHEIF COMPLIANCE OFFICIER / PRESIDENT | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRINCIPAL | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRINCIPAL | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHEIF COMPLIANCE OFFICIER / PRESIDENT | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRINCIPAL | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRINCIPAL | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRINCIPAL | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHEIF COMPLIANCE OFFICIER / PRESIDENT | NA | Control |
| BILLIMORIA, FAROKH, BILL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BILLIMORIA, FAROKH, BILL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BILLIMORIA, FAROKH, BILL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BILLIMORIA, FAROKH, BILL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BILLIMORIA, FAROKH, BILL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BILLIMORIA, FAROKH, BILL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BILLIMORIA, FAROKH, BILL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BILLIMORIA, FAROKH, BILL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MORROW, MARK, DARREN | I | PRINCIPAL | NA | Control |
| MORROW, MARK, DARREN | I | PRINCIPAL | NA | Control |
| MORROW, MARK, DARREN | I | PRINCIPAL | NA | Control |
| BILLIMORIA, FAROKH, BILL | I | PRESIDENT/SECRETARY/TREASURER/DIRECTOR | E | Control |
| SUMMIT CAPITAL EQUITY GROUP | DE | DIRECT OWNER | E | Control |
| SUMMIT CAPITAL EQUITY GROUP | DE | DIRECT OWNER | E | Control |
| SUMMIT CAPITAL EQUITY GROUP | DE | DIRECT OWNER | E | Control |
| SUMMIT CAPITAL EQUITY GROUP | DE | DIRECT OWNER | E | Control |
| SUMMIT CAPITAL EQUITY GROUP | DE | DIRECT OWNER | E | Control |
| SUMMIT CAPITAL EQUITY GROUP | DE | DIRECT OWNER | E | Control |
| SUMMIT CAPITAL EQUITY GROUP | DE | DIRECT OWNER | E | Control |
| SUMMIT CAPITAL EQUITY GROUP | DE | DIRECT OWNER | E | Control |
| SUMMIT CAPITAL HOLDINGS, INC. | DE | DIRECT OWNER | E | Control |
| SUMMIT CAPITAL HOLDINGS, INC. | DE | DIRECT OWNER | E | Control |
| SUMMIT CAPITAL HOLDINGS, INC. | DE | DIRECT OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL EQUITY GROUP | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL EQUITY GROUP | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL EQUITY GROUP | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL EQUITY GROUP | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL EQUITY GROUP | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL EQUITY GROUP | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL EQUITY GROUP | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL EQUITY GROUP | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL HOLDINGS, INC. | D | Control |
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL HOLDINGS, INC. | D | Control |
| ALLECA, ANGELO, ANTHONY | I | SUMMIT CAPITAL HOLDINGS, INC. | D | Control |
| MORROW, MARK, DARREN | I | SUMMIT CAPITAL HOLDINGS, INC. | D | Control |
| MORROW, MARK, DARREN | I | SUMMIT CAPITAL HOLDINGS, INC. | D | Control |
| MORROW, MARK, DARREN | I | SUMMIT CAPITAL HOLDINGS, INC. | D | Control |
Registrations
Federal
IA
Jun 28, 2005 REGISTERED
Notice Filings (5)
AZ CA GA IL TX
Address
200 MANSELL COURT EASTSUITE 430
ROSWELL, GA 30076
USA
Phone: 678-277-4642