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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2014
- 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 |
|---|---|---|---|---|
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| SUMMIT ASSET SSTRATEGIES GROUP, LLC | DE | OWNER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| YOO, CHRIS, YOUNG | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
| YOO, CHRIS, YOUNG | I | SUMMIT ASSET STRATEGIES GROUP, LLC | E | Control |
Registrations
Federal
IA
Mar 17, 2014 REGISTERED
Notice Filings (32)
AL AZ CA CO DE FL GA ID IL IN KS LA MA MD MI MO NC NJ NM NV NY OH OK OR PA SC TN TX UT VA WA WI
Address
10655 NE 4TH STREET STE 500BELLEVUE, WA 98004
United States
Phone: 425-646-7101