$30.0M Total AUM
$24.7M Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-30-2025
- Office Locations
- 1
Office Locations
724 S 1600 W #230 Mapleton UT
About Summit Ridge Advisors
Summit Ridge Advisors is a Mapleton-based RIA. The firm has been operating for 1 years. Managing $30.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$30.0M AVG AUM / ADVISOR
$315.7K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
MATTHEW KAY STEWART
ADVISOR, Chief Compliance Officer, Owner
- CRD
- #4400119
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,702,086 | -- |
| Non-Discretionary | $5,285,319 | -- |
| Total | $29,987,405 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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