SUMMIT WEALTH STRATEGIES

16020 Swingley Ridge
Suite 110
Chesterfield, Missouri 63017
Tel: 636-532-0088

About SUMMIT WEALTH STRATEGIES

SUMMIT WEALTH STRATEGIES, formally registered with the SEC as SUMMIT WEALTH STRATEGIES. The firm was established in 01/06/2016. They have over 4 offices throughout the country.

SUMMIT WEALTH STRATEGIES is a Chesterfield, Missouri based Financial Planning firm with nearly $790,545,044 assets under management, offering retirement planning & investment advisory services to 4790 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282502
SEC#	801-107111
Assets Managed by Firm	$790,545,044
No. of Clients	4790
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4790	$790,545,044
Individuals (other than high net worth individuals)	4500	$317,439,895
High net worth individuals	263	$417,129,029
Pension and profit sharing plans	26	$48,841,172
Corporations or other businesses	14	$7,134,948

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EDWARD JONES 12555 Manchester Rd St. Louis, MO, 63131	$824,988,034,503	5086856	29003
WELLS FARGO ADVISORS One North Jefferson Avenue, Mail Code: H0004-05e St. Louis, MO, 63103-2205	$558,464,518,060	1352052	19871
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

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