CRD: 285972
Summit Wealth AND Retirement Partners
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between August 18, 2025 and March 9, 2026, reported AUM increased 18.6%, from $824.8M to $978.1M.
Across 5 reported observations, AUM increased 40.3% between October 27, 2022 and March 9, 2026, from $697.0M to $978.1M.
Of the latest reported AUM, 72.0% is discretionary and 28.0% is non-discretionary.
The firm reports 7 advisory representatives and 364 clients, or 52 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 4 reported office locations and 9 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Summit Wealth AND Retirement Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Summit Wealth AND Retirement Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.