SUMMIT X
Legal name: SUMMIT WEALTH STRATEGIES
CRD #282502 SEC #801-107111 CHESTERFIELD, MO 636-532-0088
SEC Registered Disclosures
Total AUM
$978.7M
Discretionary
$975M
Employees
22
Clients
0
Accounts
4,925
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $978.7M | $975M | $3.7M | 22 | 0 |
| May 2024 | $790.5M | $787.7M | $2.9M | 19 | 0 |
| Mar 2024 | $790.5M | $787.7M | $2.9M | 19 | 0 |
| Oct 2023 | $680.9M | $678M | $2.9M | 18 | 0 |
| May 2023 | $680.9M | $678M | $2.9M | 18 | 0 |
| Mar 2023 | $680.9M | $678M | $2.9M | 18 | 0 |
| May 2022 | $707.7M | $702.8M | $4.9M | 18 | 0 |
| Mar 2022 | $707.7M | $702.8M | $4.9M | 18 | 0 |
| Dec 2021 | $629.8M | $588M | $41.8M | 16 | 0 |
| Nov 2021 | $629.8M | $588M | $41.8M | 16 | 0 |
| Nov 2021 | $629.8M | $588M | $41.8M | 16 | 0 |
| May 2021 | $629.8M | $588M | $41.8M | 16 | 0 |
| Apr 2021 | $629.8M | $588M | $41.8M | 16 | 0 |
| Mar 2021 | $629.8M | $588M | $41.8M | 16 | 0 |
| Jun 2020 | $514.9M | $477.7M | $37.2M | 16 | 0 |
| Jun 2020 | $514.9M | $477.7M | $37.2M | 16 | 0 |
| Mar 2020 | $514.9M | $477.7M | $37.2M | 16 | 0 |
| Sep 2019 | $385.6M | $362M | $23.6M | 16 | 0 |
| Sep 2019 | $385.6M | $362M | $23.6M | 16 | 0 |
| Mar 2019 | $385.6M | $362M | $23.6M | 16 | 0 |
| Jan 2019 | $357M | $330.8M | $26.1M | 20 | 6 |
| Dec 2018 | $357M | $330.8M | $26.1M | 20 | 6 |
| Nov 2018 | $357M | $330.8M | $26.1M | 20 | 6 |
| Apr 2018 | $357M | $330.8M | $26.1M | 19 | 6 |
| Mar 2018 | $357M | $330.8M | $26.1M | 19 | 6 |
| Dec 2017 | $340.2M | $318.7M | $21.5M | 14 | 6 |
| Sep 2017 | $289.1M | $276.8M | $12.2M | 14 | 1,388 |
| Jul 2017 | $289.1M | $276.8M | $12.2M | 14 | 1,388 |
| Jun 2017 | $289.1M | $276.8M | $12.2M | 14 | 1,388 |
| May 2017 | $289.1M | $276.8M | $12.2M | 14 | 1,388 |
| Feb 2017 | $289.1M | $276.8M | $12.2M | 14 | 1,388 |
| Nov 2016 | $108.8M | $108.8M | $0 | 13 | 289 |
| Oct 2016 | $108.8M | $108.8M | $0 | 13 | 289 |
| Aug 2016 | $108.8M | $108.8M | $0 | 13 | 289 |
| Mar 2016 | $108.8M | $108.8M | $0 | 13 | 289 |
| Mar 2016 | $108.8M | $108.8M | $0 | 13 | 289 |
DateMar 2025
Total AUM$978.7M
Discretionary$975M
Non-Disc.$3.7M
Employees22
Clients0
DateMay 2024
Total AUM$790.5M
Discretionary$787.7M
Non-Disc.$2.9M
Employees19
Clients0
DateMar 2024
Total AUM$790.5M
Discretionary$787.7M
Non-Disc.$2.9M
Employees19
Clients0
DateOct 2023
Total AUM$680.9M
Discretionary$678M
Non-Disc.$2.9M
Employees18
Clients0
DateMay 2023
Total AUM$680.9M
Discretionary$678M
Non-Disc.$2.9M
Employees18
Clients0
DateMar 2023
Total AUM$680.9M
Discretionary$678M
Non-Disc.$2.9M
Employees18
Clients0
DateMay 2022
Total AUM$707.7M
Discretionary$702.8M
Non-Disc.$4.9M
Employees18
Clients0
DateMar 2022
Total AUM$707.7M
Discretionary$702.8M
Non-Disc.$4.9M
Employees18
Clients0
DateDec 2021
Total AUM$629.8M
Discretionary$588M
Non-Disc.$41.8M
Employees16
Clients0
DateNov 2021
Total AUM$629.8M
Discretionary$588M
Non-Disc.$41.8M
Employees16
Clients0
DateNov 2021
Total AUM$629.8M
Discretionary$588M
Non-Disc.$41.8M
Employees16
Clients0
DateMay 2021
Total AUM$629.8M
Discretionary$588M
Non-Disc.$41.8M
Employees16
Clients0
DateApr 2021
Total AUM$629.8M
Discretionary$588M
Non-Disc.$41.8M
Employees16
Clients0
DateMar 2021
Total AUM$629.8M
Discretionary$588M
Non-Disc.$41.8M
Employees16
Clients0
DateJun 2020
Total AUM$514.9M
Discretionary$477.7M
Non-Disc.$37.2M
Employees16
Clients0
DateJun 2020
Total AUM$514.9M
Discretionary$477.7M
Non-Disc.$37.2M
Employees16
Clients0
DateMar 2020
Total AUM$514.9M
Discretionary$477.7M
Non-Disc.$37.2M
Employees16
Clients0
DateSep 2019
Total AUM$385.6M
Discretionary$362M
Non-Disc.$23.6M
Employees16
Clients0
DateSep 2019
Total AUM$385.6M
Discretionary$362M
Non-Disc.$23.6M
Employees16
Clients0
DateMar 2019
Total AUM$385.6M
Discretionary$362M
Non-Disc.$23.6M
Employees16
Clients0
DateJan 2019
Total AUM$357M
Discretionary$330.8M
Non-Disc.$26.1M
Employees20
Clients6
DateDec 2018
Total AUM$357M
Discretionary$330.8M
Non-Disc.$26.1M
Employees20
Clients6
DateNov 2018
Total AUM$357M
Discretionary$330.8M
Non-Disc.$26.1M
Employees20
Clients6
DateApr 2018
Total AUM$357M
Discretionary$330.8M
Non-Disc.$26.1M
Employees19
Clients6
DateMar 2018
Total AUM$357M
Discretionary$330.8M
Non-Disc.$26.1M
Employees19
Clients6
DateDec 2017
Total AUM$340.2M
Discretionary$318.7M
Non-Disc.$21.5M
Employees14
Clients6
DateSep 2017
Total AUM$289.1M
Discretionary$276.8M
Non-Disc.$12.2M
Employees14
Clients1,388
DateJul 2017
Total AUM$289.1M
Discretionary$276.8M
Non-Disc.$12.2M
Employees14
Clients1,388
DateJun 2017
Total AUM$289.1M
Discretionary$276.8M
Non-Disc.$12.2M
Employees14
Clients1,388
DateMay 2017
Total AUM$289.1M
Discretionary$276.8M
Non-Disc.$12.2M
Employees14
Clients1,388
DateFeb 2017
Total AUM$289.1M
Discretionary$276.8M
Non-Disc.$12.2M
Employees14
Clients1,388
DateNov 2016
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees13
Clients289
DateOct 2016
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees13
Clients289
DateAug 2016
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees13
Clients289
DateMar 2016
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees13
Clients289
DateMar 2016
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees13
Clients289