SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC
CRD #139728 SEC #801-69479 BELLEVUE, WA 425-646-7101
SEC Registered Private Funds
Total AUM
$82.3M
Discretionary
$82M
Employees
8
Clients
1
Accounts
440
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $9.5M | $9.5M | $0 | 1 | 26 |
| Jan 2015 | $82.3M | $82M | $339.7K | 8 | 200 |
| Mar 2014 | $82.3M | $82M | $339.7K | 8 | 200 |
| Jan 2014 | $69.9M | $66.2M | $3.7M | 8 | 100 |
| Dec 2013 | $69.9M | $66.2M | $3.7M | 8 | 100 |
| Nov 2013 | $69.9M | $66.2M | $3.7M | 8 | 100 |
| Jul 2013 | $69.9M | $66.2M | $3.7M | 8 | 100 |
| May 2013 | $69.9M | $66.2M | $3.7M | 8 | 100 |
| Apr 2013 | $69.9M | $66.2M | $3.7M | 8 | 100 |
| Mar 2013 | $69.9M | $66.2M | $3.7M | 8 | 100 |
| Mar 2012 | $45.4M | $43.1M | $2.3M | 1 | 101 |
| Mar 2011 | $28.9M | $28.9M | $0 | 5 | -- |
| Jan 2011 | $25.8M | $25.8M | $0 | 5 | -- |
| Jan 2011 | $25.8M | $25.8M | $0 | 5 | -- |
| Nov 2010 | $25.8M | $25.8M | $0 | 5 | -- |
| Oct 2010 | $22.7M | $22.7M | $0 | 5 | -- |
| Oct 2010 | $22.7M | $22.7M | $0 | 5 | -- |
| Oct 2010 | $22.7M | $22.7M | $0 | 5 | -- |
| Oct 2010 | $22.7M | $22.7M | $0 | 5 | -- |
| Jul 2010 | $22.7M | $22.7M | $0 | 5 | -- |
| Mar 2010 | $22.7M | $22.7M | $0 | 5 | -- |
| Mar 2009 | $18.3M | $18.1M | $181.7K | 5 | -- |
DateMar 2015
Total AUM$9.5M
Discretionary$9.5M
Non-Disc.$0
Employees1
Clients26
DateJan 2015
Total AUM$82.3M
Discretionary$82M
Non-Disc.$339.7K
Employees8
Clients200
DateMar 2014
Total AUM$82.3M
Discretionary$82M
Non-Disc.$339.7K
Employees8
Clients200
DateJan 2014
Total AUM$69.9M
Discretionary$66.2M
Non-Disc.$3.7M
Employees8
Clients100
DateDec 2013
Total AUM$69.9M
Discretionary$66.2M
Non-Disc.$3.7M
Employees8
Clients100
DateNov 2013
Total AUM$69.9M
Discretionary$66.2M
Non-Disc.$3.7M
Employees8
Clients100
DateJul 2013
Total AUM$69.9M
Discretionary$66.2M
Non-Disc.$3.7M
Employees8
Clients100
DateMay 2013
Total AUM$69.9M
Discretionary$66.2M
Non-Disc.$3.7M
Employees8
Clients100
DateApr 2013
Total AUM$69.9M
Discretionary$66.2M
Non-Disc.$3.7M
Employees8
Clients100
DateMar 2013
Total AUM$69.9M
Discretionary$66.2M
Non-Disc.$3.7M
Employees8
Clients100
DateMar 2012
Total AUM$45.4M
Discretionary$43.1M
Non-Disc.$2.3M
Employees1
Clients101
DateMar 2011
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$18.3M
Discretionary$18.1M
Non-Disc.$181.7K
Employees5
Clients--