SUMMIT WEALTH MANAGEMENT
Legal name: SUMMIT WEALTH MANAGEMENT, INC
CRD #105714 SEC #801-29339 ATLANTA, GA 770-391-5831
SEC Registered
Total AUM
$517M
Discretionary
$463M
Employees
11
Clients
251
Accounts
2,242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2012 | $517M | $463M | $54M | 17 | 600 |
| May 2012 | $517M | $463M | $54M | 11 | 600 |
| May 2012 | $517M | $463M | $54M | 11 | 600 |
| Mar 2012 | $517M | $463M | $54M | 11 | 600 |
| Mar 2012 | $517M | $463M | $54M | 11 | 600 |
| Mar 2012 | $517M | $463M | $54M | 11 | 600 |
| Jul 2011 | $890M | $713M | $177M | -- | -- |
| Jul 2011 | $890M | $713M | $177M | -- | -- |
| Mar 2011 | $890M | $713M | $177M | -- | -- |
| Jan 2011 | $624.3M | $441.3M | $183M | -- | -- |
| Oct 2010 | $624.3M | $441.3M | $183M | -- | -- |
| Sep 2010 | $624.3M | $441.3M | $183M | -- | -- |
| Jul 2010 | $624.3M | $441.3M | $183M | -- | -- |
| Mar 2010 | $624.3M | $441.3M | $183M | -- | -- |
| Jul 2009 | $451.5M | $264.7M | $186.8M | -- | -- |
| Mar 2009 | $451.5M | $264.7M | $186.8M | -- | -- |
| Nov 2007 | $559.3M | $559.2M | $30K | -- | -- |
| Aug 2007 | $559.3M | $559.2M | $30K | 10 | -- |
| Apr 2007 | $159.3M | $159.2M | $30K | 10 | -- |
| Mar 2007 | $159.3M | $159.2M | $30K | 10 | -- |
| Mar 2007 | $165.8M | $165.8M | $30K | 10 | -- |
| Mar 2006 | $171.9M | $171.9M | $30K | 5 | -- |
| Sep 2005 | $196.3M | $196.2M | $67.1K | 5 | -- |
| Jun 2005 | $173.9M | $173.8M | $67.1K | 10 | -- |
| May 2005 | $121.7M | $121.7M | $0 | 10 | -- |
| May 2005 | $121.7M | $121.7M | $0 | 10 | -- |
| Jan 2005 | $14.3M | $14.3M | $0 | 10 | -- |
| Jan 2005 | $14.4M | $14.4M | $0 | 10 | -- |
| May 2002 | $92M | $25.1M | $66.9M | 5 | -- |
DateDec 2012
Total AUM$517M
Discretionary$463M
Non-Disc.$54M
Employees17
Clients600
DateMay 2012
Total AUM$517M
Discretionary$463M
Non-Disc.$54M
Employees11
Clients600
DateMay 2012
Total AUM$517M
Discretionary$463M
Non-Disc.$54M
Employees11
Clients600
DateMar 2012
Total AUM$517M
Discretionary$463M
Non-Disc.$54M
Employees11
Clients600
DateMar 2012
Total AUM$517M
Discretionary$463M
Non-Disc.$54M
Employees11
Clients600
DateMar 2012
Total AUM$517M
Discretionary$463M
Non-Disc.$54M
Employees11
Clients600
DateJul 2011
Total AUM$890M
Discretionary$713M
Non-Disc.$177M
Employees--
Clients--
DateJul 2011
Total AUM$890M
Discretionary$713M
Non-Disc.$177M
Employees--
Clients--
DateMar 2011
Total AUM$890M
Discretionary$713M
Non-Disc.$177M
Employees--
Clients--
DateJan 2011
Total AUM$624.3M
Discretionary$441.3M
Non-Disc.$183M
Employees--
Clients--
DateOct 2010
Total AUM$624.3M
Discretionary$441.3M
Non-Disc.$183M
Employees--
Clients--
DateSep 2010
Total AUM$624.3M
Discretionary$441.3M
Non-Disc.$183M
Employees--
Clients--
DateJul 2010
Total AUM$624.3M
Discretionary$441.3M
Non-Disc.$183M
Employees--
Clients--
DateMar 2010
Total AUM$624.3M
Discretionary$441.3M
Non-Disc.$183M
Employees--
Clients--
DateJul 2009
Total AUM$451.5M
Discretionary$264.7M
Non-Disc.$186.8M
Employees--
Clients--
DateMar 2009
Total AUM$451.5M
Discretionary$264.7M
Non-Disc.$186.8M
Employees--
Clients--
DateNov 2007
Total AUM$559.3M
Discretionary$559.2M
Non-Disc.$30K
Employees--
Clients--
DateAug 2007
Total AUM$559.3M
Discretionary$559.2M
Non-Disc.$30K
Employees10
Clients--
DateApr 2007
Total AUM$159.3M
Discretionary$159.2M
Non-Disc.$30K
Employees10
Clients--
DateMar 2007
Total AUM$159.3M
Discretionary$159.2M
Non-Disc.$30K
Employees10
Clients--
DateMar 2007
Total AUM$165.8M
Discretionary$165.8M
Non-Disc.$30K
Employees10
Clients--
DateMar 2006
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$30K
Employees5
Clients--
DateSep 2005
Total AUM$196.3M
Discretionary$196.2M
Non-Disc.$67.1K
Employees5
Clients--
DateJun 2005
Total AUM$173.9M
Discretionary$173.8M
Non-Disc.$67.1K
Employees10
Clients--
DateMay 2005
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$14.4M
Discretionary$14.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$92M
Discretionary$25.1M
Non-Disc.$66.9M
Employees5
Clients--