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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 18, 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 |
|---|---|---|---|---|
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| McCloskey, Donald, Ryan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT, SHAREHOLDER | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT, SHAREHOLDER | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT, SHAREHOLDER | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT, SHAREHOLDER | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT, SHAREHOLDER | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT, SHAREHOLDER | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT, SHAREHOLDER | E | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | D | Control |
| CUCCHIARO, ROBERT, ANTHONY | I | PRESIDENT | D | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | C | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | B | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | B | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | B | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | B | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | B | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | B | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | B | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | B | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | B | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL/CFO | B | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL, CFO, SHAREHOLDER | A | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL, CFO, SHAREHOLDER | A | Control |
| PORTER, HAROLD, KING | I | PRINCIPAL, CFO, SHAREHOLDER | A | Control |
Registrations
Federal
IA
Aug 18, 2025 REGISTERED
Notice Filings (11)
CA CO FL ID IN NV NY OH OR TX WA
Address
435 E SHORE DRIVESUITE 220
EAGLE, ID 83616
United States
Phone: (925) 927-1900