1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SECOND SUMMIT WEALTH MANAGEMENT, LLC

Map pin
Phone(415)-275-2442
NotebookSEC #801-130298
Total AUM
$149.7M
Employees
1
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(415)-275-2442
Other Offices
1

ReceiptFinancials

Total AUM
$149.7M
Accounts
165
Discretionary
$147.5M
Accounts
162
Non-Discretionary
$2.1M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
6
AUM
$1.3M
HNW Individual Clients
32
AUM
$148.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account