SUMMIT WEALTH ADVISORS, INC.
CRD #288746 SEC #801-112569 FRISCO, CO 970-468-8800
SEC Registered
Total AUM
$123.2M
Discretionary
$118.1M
Employees
3
Clients
1
Accounts
510
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2020 | $123.2M | $118.1M | $5.1M | 3 | 0 |
| Jun 2020 | $123.2M | $118.1M | $5.1M | 3 | 0 |
| Feb 2020 | $123.2M | $118.1M | $5.1M | 3 | 0 |
| Nov 2019 | $96.6M | $92.8M | $3.8M | 3 | 0 |
| Feb 2019 | $96.6M | $92.8M | $3.8M | 3 | 0 |
| Feb 2018 | $100.2M | $93.6M | $6.6M | 2 | 0 |
| Feb 2018 | $100.2M | $93.6M | $6.6M | 2 | 0 |
| Dec 2017 | $86.3M | $83.1M | $3.2M | 2 | 0 |
| Nov 2017 | $86.3M | $83.1M | $3.2M | 2 | 0 |
| Oct 2017 | $86.3M | $83.1M | $3.2M | 2 | 0 |
| Jun 2017 | $0 | $0 | $0 | 2 | 0 |
DateAug 2020
Total AUM$123.2M
Discretionary$118.1M
Non-Disc.$5.1M
Employees3
Clients0
DateJun 2020
Total AUM$123.2M
Discretionary$118.1M
Non-Disc.$5.1M
Employees3
Clients0
DateFeb 2020
Total AUM$123.2M
Discretionary$118.1M
Non-Disc.$5.1M
Employees3
Clients0
DateNov 2019
Total AUM$96.6M
Discretionary$92.8M
Non-Disc.$3.8M
Employees3
Clients0
DateFeb 2019
Total AUM$96.6M
Discretionary$92.8M
Non-Disc.$3.8M
Employees3
Clients0
DateFeb 2018
Total AUM$100.2M
Discretionary$93.6M
Non-Disc.$6.6M
Employees2
Clients0
DateFeb 2018
Total AUM$100.2M
Discretionary$93.6M
Non-Disc.$6.6M
Employees2
Clients0
DateDec 2017
Total AUM$86.3M
Discretionary$83.1M
Non-Disc.$3.2M
Employees2
Clients0
DateNov 2017
Total AUM$86.3M
Discretionary$83.1M
Non-Disc.$3.2M
Employees2
Clients0
DateOct 2017
Total AUM$86.3M
Discretionary$83.1M
Non-Disc.$3.2M
Employees2
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0