SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Legal name: SUMMIT WEALTH AND RETIREMENT PARTNERS
CRD #285972 SEC #801-108910 EAGLE, ID (925) 927-1900
SEC Registered
Total AUM
$824.8M
Discretionary
$559.3M
Employees
11
Clients
101
Accounts
966
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $824.8M | $559.3M | $265.5M | 11 | 11 |
| Jun 2025 | $824.8M | $559.3M | $265.5M | 11 | 11 |
| Apr 2025 | $824.8M | $559.3M | $265.5M | 11 | 11 |
| Mar 2025 | $824.8M | $559.3M | $265.5M | 11 | 11 |
| Sep 2024 | $721M | $458.5M | $262.5M | 10 | 5 |
| May 2024 | $721M | $458.5M | $262.5M | 10 | 5 |
| Mar 2024 | $721M | $458.5M | $262.5M | 10 | 5 |
| Sep 2023 | $642M | $412.9M | $229.1M | 11 | 5 |
| Jul 2023 | $642M | $412.9M | $229.1M | 11 | 5 |
| Mar 2023 | $642M | $412.9M | $229.1M | 12 | 5 |
| Oct 2022 | $697M | $435.5M | $261.6M | 12 | 6 |
| Jul 2022 | $697M | $435.5M | $261.6M | 11 | 6 |
| Mar 2022 | $697M | $435.5M | $261.6M | 11 | 6 |
| Jan 2022 | $610.4M | $388.8M | $221.7M | 10 | 9 |
| Sep 2021 | $610.4M | $388.8M | $221.7M | 10 | 9 |
| Aug 2021 | $610.4M | $388.8M | $221.7M | 10 | 9 |
| Mar 2021 | $610.4M | $388.8M | $221.7M | 10 | 9 |
| Jun 2020 | $548.6M | $455.2M | $93.4M | 10 | 16 |
| May 2020 | $548.6M | $455.2M | $93.4M | 10 | 16 |
| Mar 2020 | $548.6M | $455.2M | $93.4M | 10 | 16 |
| Mar 2019 | $417.5M | $329.1M | $88.3M | 10 | 91 |
| Nov 2018 | $429.4M | $312.4M | $116.9M | 9 | 91 |
| Apr 2018 | $429.4M | $312.4M | $116.9M | 9 | 91 |
| Mar 2018 | $429.4M | $312.4M | $116.9M | 8 | 91 |
| Mar 2018 | $425.2M | $307.2M | $118M | 6 | 92 |
| Aug 2017 | $353.9M | $254.5M | $99.4M | 7 | 190 |
| Jul 2017 | $353.9M | $254.5M | $99.4M | 7 | 190 |
| Jul 2017 | $353.9M | $254.5M | $99.4M | 7 | 190 |
| Jun 2017 | $353.9M | $254.5M | $99.4M | 7 | 190 |
| May 2017 | $353.9M | $254.5M | $99.4M | 7 | 190 |
| Apr 2017 | $353.9M | $254.5M | $99.4M | 7 | 190 |
| Apr 2017 | $353.9M | $254.5M | $99.4M | 7 | 190 |
| Apr 2017 | $353.9M | $254.5M | $99.4M | 7 | 190 |
| Apr 2017 | $353.9M | $254.5M | $99.4M | 7 | 190 |
| Mar 2017 | $353.9M | $254.5M | $99.4M | 7 | 190 |
| Dec 2016 | $218M | $102M | $116M | 7 | 11 |
DateAug 2025
Total AUM$824.8M
Discretionary$559.3M
Non-Disc.$265.5M
Employees11
Clients11
DateJun 2025
Total AUM$824.8M
Discretionary$559.3M
Non-Disc.$265.5M
Employees11
Clients11
DateApr 2025
Total AUM$824.8M
Discretionary$559.3M
Non-Disc.$265.5M
Employees11
Clients11
DateMar 2025
Total AUM$824.8M
Discretionary$559.3M
Non-Disc.$265.5M
Employees11
Clients11
DateSep 2024
Total AUM$721M
Discretionary$458.5M
Non-Disc.$262.5M
Employees10
Clients5
DateMay 2024
Total AUM$721M
Discretionary$458.5M
Non-Disc.$262.5M
Employees10
Clients5
DateMar 2024
Total AUM$721M
Discretionary$458.5M
Non-Disc.$262.5M
Employees10
Clients5
DateSep 2023
Total AUM$642M
Discretionary$412.9M
Non-Disc.$229.1M
Employees11
Clients5
DateJul 2023
Total AUM$642M
Discretionary$412.9M
Non-Disc.$229.1M
Employees11
Clients5
DateMar 2023
Total AUM$642M
Discretionary$412.9M
Non-Disc.$229.1M
Employees12
Clients5
DateOct 2022
Total AUM$697M
Discretionary$435.5M
Non-Disc.$261.6M
Employees12
Clients6
DateJul 2022
Total AUM$697M
Discretionary$435.5M
Non-Disc.$261.6M
Employees11
Clients6
DateMar 2022
Total AUM$697M
Discretionary$435.5M
Non-Disc.$261.6M
Employees11
Clients6
DateJan 2022
Total AUM$610.4M
Discretionary$388.8M
Non-Disc.$221.7M
Employees10
Clients9
DateSep 2021
Total AUM$610.4M
Discretionary$388.8M
Non-Disc.$221.7M
Employees10
Clients9
DateAug 2021
Total AUM$610.4M
Discretionary$388.8M
Non-Disc.$221.7M
Employees10
Clients9
DateMar 2021
Total AUM$610.4M
Discretionary$388.8M
Non-Disc.$221.7M
Employees10
Clients9
DateJun 2020
Total AUM$548.6M
Discretionary$455.2M
Non-Disc.$93.4M
Employees10
Clients16
DateMay 2020
Total AUM$548.6M
Discretionary$455.2M
Non-Disc.$93.4M
Employees10
Clients16
DateMar 2020
Total AUM$548.6M
Discretionary$455.2M
Non-Disc.$93.4M
Employees10
Clients16
DateMar 2019
Total AUM$417.5M
Discretionary$329.1M
Non-Disc.$88.3M
Employees10
Clients91
DateNov 2018
Total AUM$429.4M
Discretionary$312.4M
Non-Disc.$116.9M
Employees9
Clients91
DateApr 2018
Total AUM$429.4M
Discretionary$312.4M
Non-Disc.$116.9M
Employees9
Clients91
DateMar 2018
Total AUM$429.4M
Discretionary$312.4M
Non-Disc.$116.9M
Employees8
Clients91
DateMar 2018
Total AUM$425.2M
Discretionary$307.2M
Non-Disc.$118M
Employees6
Clients92
DateAug 2017
Total AUM$353.9M
Discretionary$254.5M
Non-Disc.$99.4M
Employees7
Clients190
DateJul 2017
Total AUM$353.9M
Discretionary$254.5M
Non-Disc.$99.4M
Employees7
Clients190
DateJul 2017
Total AUM$353.9M
Discretionary$254.5M
Non-Disc.$99.4M
Employees7
Clients190
DateJun 2017
Total AUM$353.9M
Discretionary$254.5M
Non-Disc.$99.4M
Employees7
Clients190
DateMay 2017
Total AUM$353.9M
Discretionary$254.5M
Non-Disc.$99.4M
Employees7
Clients190
DateApr 2017
Total AUM$353.9M
Discretionary$254.5M
Non-Disc.$99.4M
Employees7
Clients190
DateApr 2017
Total AUM$353.9M
Discretionary$254.5M
Non-Disc.$99.4M
Employees7
Clients190
DateApr 2017
Total AUM$353.9M
Discretionary$254.5M
Non-Disc.$99.4M
Employees7
Clients190
DateApr 2017
Total AUM$353.9M
Discretionary$254.5M
Non-Disc.$99.4M
Employees7
Clients190
DateMar 2017
Total AUM$353.9M
Discretionary$254.5M
Non-Disc.$99.4M
Employees7
Clients190
DateDec 2016
Total AUM$218M
Discretionary$102M
Non-Disc.$116M
Employees7
Clients11