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

Clients

Accounts

4,925

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Missouri
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 26, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
GARZIA, ERICA, JOAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOONTZ, TRISHA, KAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
NIEMAN, KAYLA, RENEE	I	CHIEF COMPLIANCE OFFICER	NA
NIEMAN, KAYLA, RENEE	I	CHIEF COMPLIANCE OFFICER	NA
NIEMAN, KAYLA, RENEE	I	CHIEF COMPLIANCE OFFICER	NA
NIEMAN, KAYLA, RENEE	I	CHIEF COMPLIANCE OFFICER	NA
NIEMAN, KAYLA, RENEE	I	CHIEF COMPLIANCE OFFICER	NA
NIEMAN, KAYLA, RENEE	I	CHIEF COMPLIANCE OFFICER	NA
NIEMAN, KAYLA, RENEE	I	INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
NIEMAN, KAYLA, RENEE	I	INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
NIEMAN, KAYLA, RENEE	I	INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
NIEMAN, KAYLA, RENEE	I	INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
NIEMAN, KAYLA, RENEE	I	INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
NIEMAN, KAYLA, RENEE	I	OWNER	NA	Control
DICK, CARLTON, JEROME	I	OWNER AND CHIEF COMPLIANCE OFFICER	E	Control
DICK, CARLTON, JEROME	I	OWNER AND CHIEF COMPLIANCE OFFICER	E	Control
DICK, CARLTON, JEROME	I	OWNER	E	Control
DICK, CARLTON, JEROME	I	OWNER	E	Control
DICK, CARLTON, JEROME	I	OWNER	E	Control
DICK, CARLTON, JEROME	I	OWNER	E	Control
DICK, CARLTON, JEROME	I	OWNER	E	Control
DICK, CARLTON, JEROME	I	OWNER	E	Control
DICK, CARLTON, JEROME	I	OWNER AND CHIEF COMPLIANCE OFFICER	E	Control
DICK, CARLTON, JEROME	I	OWNER	D	Control
DICK, CARLTON, JEROME	I	OWNER	D	Control
DICK, CARLTON, JEROME	I	OWNER	D	Control
DICK, CARLTON, JEROME	I	OWNER	D	Control
DICK, CARLTON, JEROME	I	OWNER	D	Control
DICK, CARLTON, JEROME	I	OWNER	D	Control
DICK, CARLTON, JEROME	I	OWNER	D	Control
DICK, CARLTON, JEROME	I	OWNER	D	Control
OTT, MICHAEL, GARRETT	I	INVESTMENT ADVISOR REPRESENTATIVE	C	Control
OTT, MICHAEL, GARRETT	I	INVESTMENT ADVISOR REPRESENTATIVE	C	Control
OTT, MICHAEL, GARRETT	I	INVESTMENT ADVISOR REPRESENTATIVE	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
OTT, MICHAEL, GARRETT	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	INVESTMENT ADVISOR REPRESENTATIVE	C	Control
SPICUZZA, BRENT, STEPHEN	I	INVESTMENT ADVISOR REPRESENTATIVE	C	Control
SPICUZZA, BRENT, STEPHEN	I	INVESTMENT ADVISOR REPRESENTATIVE	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
SPICUZZA, BRENT, STEPHEN	I	OWNER	C	Control
DONOVAN, PETER, JAMES	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
DONOVAN, PETER, JAMES	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
DONOVAN, PETER, JAMES	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
DONOVAN, PETER, JAMES	I	OWNER	B	Control
OTT, MICHAEL, GARRETT	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
OTT, MICHAEL, GARRETT	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
OTT, MICHAEL, GARRETT	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
OTT, MICHAEL, GARRETT	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
OTT, MICHAEL, GARRETT	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
SPICUZZA, BRENT	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
SPICUZZA, BRENT	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
SPICUZZA, BRENT, STEPHEN	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
SPICUZZA, BRENT, STEPHEN	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
SPICUZZA, BRENT, STEPHEN	I	INVESTMENT ADVISOR REPRESENTATIVE	B	Control
DONOVAN, PETER, JAMES	I	INVESTMENT ADVISOR REPRESENTATIVE	A	Control
DONOVAN, PETER, JAMES	I	INVESTMENT ADVISOR REPRESENTATIVE	A	Control
DONOVAN, PETER, JAMES	I	INVESTMENT ADVISOR REPRESENTATIVE	A	Control

Registrations

Federal

Mar 26, 2025 REGISTERED

Notice Filings (20)

AR AZ CA CO FL IA IL IN KS LA MO NC NJ NY OH PA SC TN TX WA

Address

16020 SWINGLEY RIDGE
SUITE 110
CHESTERFIELD, MO 63017
United States

Phone: 636-532-0088