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Summit Wealth & Retirement Planning is based out of Danville. Summit Wealth & Retirement Planning is a large advisory firm with 206 clients and discretionary assets under management (AUM) of $312,400,738 (Form ADV from 2018-11-20). Their last reported 13F filing for Q4 2018 included $131,873,000 in managed 13F securities and a top 10 holdings concentration of 46.96%. Summit Wealth & Retirement Planning's largest holding is Schwab U.S. Large-Cap Growth ETF with shares held of 166,968. Whalewisdom has at least 1 13F filings

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Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

55 OAK CT, SUITE 210
DANVILLE CA    94526
Country: United States

Business Phone: 925-927-1900
Fax: 925-927-1907
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 9
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 260,000,000
Total Number of Clients: 206
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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