Summit Wealth Management, Inc.

Summit Wealth Management, Inc.

Summit Wealth Management, Inc.

Date Founded



115 Perimeter Center Place Northeast,Suite 150,Atlanta, GA 30346-1284

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Summit Wealth Management may offer investment advice on any investments held by a client at the start of the advisory relationship. Recommendations for new investments may include domestic and foreign debt and equity securities, United States municipal and government securities, pooled investment vehicles such as mutual funds and ETFs, REITs, direct participation programs such as limited partnerships, private placements, exchange traded options and cash management products. Summit may utilize a variety of investment strategies, based upon the needs of the client, including long-term purchases, short-term purchases and option writing.

Executives & Employees

Chief Executive Officer & Managing Director

President & Chief Compliance Officer

Chief Investment Officer

Portfolio Manager

Portfolio Manager

Portfolio Associate

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Summit Wealth Management, Inc.
Awards & Honors
Rank #41
Financial Planning Magazine - Fastest Growing RIAs
Rank #125
Financial Advisor Magazine - Top RIA Survey