CRD: 285972
Summit Wealth AND Retirement Partners
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-05-2017
- Office Locations
- 4
Office Locations
About Summit Wealth AND Retirement Partners
Summit Wealth and Retirement Partners is an RIA serving successful families and individuals with integrated tax planning and investment management. Based in Eagle, ID with an office in San Ramon, CA, the firm emphasizes in-person relationships while leveraging Charles Schwab’s platform. Portfolios are primarily implemented with ETFs and other public funds, supporting long-term wealth and retirement planning.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT ANTHONY CUCCHIARO
Investment Advisor, President
- CRD
- #4582239
- Ownership
- 75% or more
Donald Ryan McCloskey
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4579225
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Dustin Edward Burkhart
Financial Advisor
- CRD
- #7164809
JENNIFER Kate BUTLER
Director
- CRD
- #5569471
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $704,664,426 | $766,773 |
| Non-Discretionary | $273,421,399 | $2,761,832 |
| Total | $978,085,825 | $960,792 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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