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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2012
- 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 | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRESIDENT | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CEO | NA | 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 | 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 | 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 | 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 | PRESIDENT | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CEO | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRESIDENT | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CEO | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRESIDENT | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CEO | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRESIDENT | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CEO | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRESIDENT | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CEO | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRESIDENT | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CEO | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | PRESIDENT | NA | Control |
| ALLECA, ANGELO, ANTHONY | I | CEO | NA | Control |
| CHAMBERLAIN, PETER, LYNN | I | INVESTMENT ADVISOR | NA | Control |
| CHAMBERLAIN, PETER, LYNN | I | INVESTMENT ADVISOR | NA | Control |
| CHAMBERLAIN, PETER, LYNN | I | INVESTMENT ADVISOR | NA | Control |
| CHAMBERLAIN, PETER, LYNN | I | INVESTMENT ADVISOR | NA | Control |
| CHAMBERLAIN, PETER, LYNN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHAMBERLAIN, PETER, LYNN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHAMBERLAIN, PETER, LYNN | I | PRESIDENT/OWNER | E | Control |
| CHAMBERLAIN, PETER, LYNN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHAMBERLAIN, PETER, LYNN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHAMBERLAIN, PETER, LYNN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHAMBERLAIN, PETER, LYNN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHAMBERLAIN, PETER, LYNN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHAMBERLAIN, PETER, LYNN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHAMBERLAIN, PETER, LYNN | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| NATIONAL ADVISORY SERVICES INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
| SC EQUITY GROUP INC | DE | DIRECT OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | NATIONAL ADVISORY SERVICES | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | SC EQUITY GROUP, INC | E | Control |
| ALLECA, ANGELO, ANTHONY | I | NATIONAL ADVISORY SERVICES | E | Control |
| ALLECA, ANGELO, ANTHONY | I | NATIONAL ADVISORY SERVICES | E | Control |
| ALLECA, ANGELO, ANTHONY | I | NATIONAL ADVISORY SERVICES | E | Control |
| ALLECA, ANGELO, ANTHONY | I | NATIONAL ADVISORY SERVICES | E | Control |
| ALLECA, ANGELO, ANTHONY | I | NATIONAL ADVISORY SERVICES | E | Control |
| ALLECA, ANGELO, ANTHONY | I | NATIONAL ADVISORY SERVICES | E | Control |
| ALLECA, ANGELO, ANTHONY | I | NATIONAL ADVISORY SERVICES | E | Control |
Registrations
Federal
IA
Mar 20, 2012 REGISTERED
Notice Filings (15)
AZ CA FL GA IL LA NC NJ NV NY OH PA TN TX VA
Address
115 PERIMETER CENTER PLACE NESUITE 150
ATLANTA, GA 30346
United States
Phone: 770-391-5831