SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Legal name: SUMMIT FINANCIAL WEALTH ADVISORS
CRD #171278 SEC #801-79686 LAFAYETTE, LA 337-232-1141
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
20
Clients
51
Accounts
2,620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.4B | $1.4B | $19.3M | 20 | 0 |
| May 2025 | $1.4B | $1.4B | $19.3M | 20 | 0 |
| May 2025 | $1.4B | $1.4B | $19.3M | 20 | 0 |
| Mar 2025 | $1.4B | $1.4B | $19.3M | 20 | 0 |
| Sep 2024 | $1.4B | $1.2B | $182.9M | 20 | 0 |
| Apr 2024 | $1.4B | $1.2B | $182.9M | 20 | 0 |
| Mar 2024 | $1.4B | $1.2B | $182.9M | 20 | 0 |
| Oct 2023 | $1.2B | $1.1B | $171.4M | 19 | 0 |
| Oct 2023 | $1.2B | $1.1B | $171.4M | 19 | 0 |
| Sep 2023 | $1.2B | $1.1B | $171.4M | 19 | 0 |
| May 2023 | $1.2B | $1.1B | $171.4M | 19 | 0 |
| Mar 2023 | $1.2B | $1.1B | $171.4M | 19 | 0 |
| Nov 2022 | $1.3B | $1.1B | $212.9M | 17 | 0 |
| Nov 2022 | $1.3B | $1.1B | $212.9M | 17 | 0 |
| Sep 2022 | $1.3B | $1.1B | $212.9M | 17 | 0 |
| Aug 2022 | $1.3B | $1.1B | $212.9M | 17 | 0 |
| Jun 2022 | $1.3B | $1.1B | $212.9M | 17 | 0 |
| Mar 2022 | $1.3B | $1.1B | $212.9M | 17 | 0 |
| Feb 2022 | $999.4M | $801.5M | $197.9M | 16 | 0 |
| Dec 2021 | $999.4M | $801.5M | $197.9M | 16 | 0 |
| Apr 2021 | $999.4M | $801.5M | $197.9M | 16 | 0 |
| Mar 2021 | $999.4M | $801.5M | $197.9M | 16 | 0 |
| Jun 2020 | $1B | $771M | $232.4M | 15 | 0 |
| Mar 2020 | $1B | $771M | $232.4M | 15 | 0 |
| Oct 2019 | $893.9M | $702.3M | $191.7M | 14 | 0 |
| Jul 2019 | $893.9M | $702.3M | $191.7M | 14 | 0 |
| May 2019 | $893.9M | $702.3M | $191.7M | 14 | 0 |
| Feb 2019 | $893.9M | $702.3M | $191.7M | 14 | 0 |
| Sep 2018 | $887.7M | $719.9M | $167.8M | 14 | 0 |
| Jun 2018 | $887.7M | $719.9M | $167.8M | 14 | 0 |
| Mar 2018 | $887.7M | $719.9M | $167.8M | 14 | 0 |
| Feb 2018 | $787.9M | $635.6M | $152.3M | 16 | 0 |
| Aug 2017 | $787.9M | $635.6M | $152.3M | 16 | 700 |
| Mar 2017 | $787.9M | $635.6M | $152.3M | 16 | 700 |
| Sep 2016 | $734.7M | $686.2M | $48.5M | 9 | 640 |
| May 2016 | $734.7M | $686.2M | $48.5M | 9 | 640 |
| Apr 2016 | $734.7M | $686.2M | $48.5M | 9 | 640 |
| Mar 2016 | $734.7M | $686.2M | $48.5M | 9 | 640 |
| Oct 2015 | $400.8M | $372.6M | $28.3M | 9 | 370 |
| Oct 2015 | $400.8M | $372.6M | $28.3M | 9 | 370 |
| Sep 2015 | $400.8M | $372.6M | $28.3M | 9 | 370 |
| Apr 2015 | $400.8M | $372.6M | $28.3M | 9 | 370 |
| Apr 2015 | $400.8M | $372.6M | $28.3M | 9 | 370 |
| Feb 2015 | $400.8M | $372.6M | $28.3M | 9 | 370 |
| Dec 2014 | $360.1M | $360.1M | $0 | 8 | 275 |
| Oct 2014 | $360.1M | $360.1M | $0 | 8 | 275 |
| Apr 2014 | $360.1M | $360.1M | $0 | 8 | 275 |
DateSep 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19.3M
Employees20
Clients0
DateMay 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19.3M
Employees20
Clients0
DateMay 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19.3M
Employees20
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19.3M
Employees20
Clients0
DateSep 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$182.9M
Employees20
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$182.9M
Employees20
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$182.9M
Employees20
Clients0
DateOct 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$171.4M
Employees19
Clients0
DateOct 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$171.4M
Employees19
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$171.4M
Employees19
Clients0
DateMay 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$171.4M
Employees19
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$171.4M
Employees19
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.9M
Employees17
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.9M
Employees17
Clients0
DateSep 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.9M
Employees17
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.9M
Employees17
Clients0
DateJun 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.9M
Employees17
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.9M
Employees17
Clients0
DateFeb 2022
Total AUM$999.4M
Discretionary$801.5M
Non-Disc.$197.9M
Employees16
Clients0
DateDec 2021
Total AUM$999.4M
Discretionary$801.5M
Non-Disc.$197.9M
Employees16
Clients0
DateApr 2021
Total AUM$999.4M
Discretionary$801.5M
Non-Disc.$197.9M
Employees16
Clients0
DateMar 2021
Total AUM$999.4M
Discretionary$801.5M
Non-Disc.$197.9M
Employees16
Clients0
DateJun 2020
Total AUM$1B
Discretionary$771M
Non-Disc.$232.4M
Employees15
Clients0
DateMar 2020
Total AUM$1B
Discretionary$771M
Non-Disc.$232.4M
Employees15
Clients0
DateOct 2019
Total AUM$893.9M
Discretionary$702.3M
Non-Disc.$191.7M
Employees14
Clients0
DateJul 2019
Total AUM$893.9M
Discretionary$702.3M
Non-Disc.$191.7M
Employees14
Clients0
DateMay 2019
Total AUM$893.9M
Discretionary$702.3M
Non-Disc.$191.7M
Employees14
Clients0
DateFeb 2019
Total AUM$893.9M
Discretionary$702.3M
Non-Disc.$191.7M
Employees14
Clients0
DateSep 2018
Total AUM$887.7M
Discretionary$719.9M
Non-Disc.$167.8M
Employees14
Clients0
DateJun 2018
Total AUM$887.7M
Discretionary$719.9M
Non-Disc.$167.8M
Employees14
Clients0
DateMar 2018
Total AUM$887.7M
Discretionary$719.9M
Non-Disc.$167.8M
Employees14
Clients0
DateFeb 2018
Total AUM$787.9M
Discretionary$635.6M
Non-Disc.$152.3M
Employees16
Clients0
DateAug 2017
Total AUM$787.9M
Discretionary$635.6M
Non-Disc.$152.3M
Employees16
Clients700
DateMar 2017
Total AUM$787.9M
Discretionary$635.6M
Non-Disc.$152.3M
Employees16
Clients700
DateSep 2016
Total AUM$734.7M
Discretionary$686.2M
Non-Disc.$48.5M
Employees9
Clients640
DateMay 2016
Total AUM$734.7M
Discretionary$686.2M
Non-Disc.$48.5M
Employees9
Clients640
DateApr 2016
Total AUM$734.7M
Discretionary$686.2M
Non-Disc.$48.5M
Employees9
Clients640
DateMar 2016
Total AUM$734.7M
Discretionary$686.2M
Non-Disc.$48.5M
Employees9
Clients640
DateOct 2015
Total AUM$400.8M
Discretionary$372.6M
Non-Disc.$28.3M
Employees9
Clients370
DateOct 2015
Total AUM$400.8M
Discretionary$372.6M
Non-Disc.$28.3M
Employees9
Clients370
DateSep 2015
Total AUM$400.8M
Discretionary$372.6M
Non-Disc.$28.3M
Employees9
Clients370
DateApr 2015
Total AUM$400.8M
Discretionary$372.6M
Non-Disc.$28.3M
Employees9
Clients370
DateApr 2015
Total AUM$400.8M
Discretionary$372.6M
Non-Disc.$28.3M
Employees9
Clients370
DateFeb 2015
Total AUM$400.8M
Discretionary$372.6M
Non-Disc.$28.3M
Employees9
Clients370
DateDec 2014
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees8
Clients275
DateOct 2014
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees8
Clients275
DateApr 2014
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees8
Clients275