CRD: 317984
Second Summit Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-29-2022
- Office Locations
- 1
Office Locations
About Second Summit Wealth Management, LLC
Second Summit Wealth Management is a San Francisco-based wealth management firm providing financial planning and investment management for retail clients. The firm emphasizes deep, goals-based planning to guide clients through major life milestones and inform portfolio construction. Investment implementation focuses on diversified asset allocation using public funds and ETFs, with experience across areas like fixed income, real estate, and alternatives. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
SABRINA FRANCIS LOWELL
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5128934
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,511,953 | $910,568 |
| Non-Discretionary | $2,149,097 | $716,366 |
| Total | $149,661,050 | $907,037 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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