S
$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2019
- Office Locations
- 1
Office Locations
-- Acworth GA
About Summit Private Wealth, LLC
Summit Private Wealth is a fiduciary, fee-based advisory firm providing holistic financial planning alongside customized investment and risk management for private clients, including entrepreneurs. The firm emphasizes case-by-case planning and active oversight, delivered through a tech-enabled private client experience.
Team overview
41 AVG AGE
$15.9M AVG AUM / ADVISOR
$588.8K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Andrew S Hamm
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5354325
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,898,846 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,898,846 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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