$245.9K Total AUM
$245.9K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-12-2022
- Office Locations
- 1
Office Locations
-- Berlin MD
About Summit Wealth Management
Summit Wealth Management is a Maryland-based retail RIA providing financial planning and investment management. Portfolios blend core index-tracking funds with selectively chosen secular and cyclical sector exposure guided by macroeconomic views to manage equity risk and pursue alpha. Portfolio management is handled entirely in-house (no third-party managers) and custody is through Schwab.
Team overview
-- AVG AGE
$245.9K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
C
Christopher Michael Furno
Chief Compliance Officer, Managing Member, President
- CRD
- #6710976
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,854 | -- |
| Non-Discretionary | $0 | -- |
| Total | $245,854 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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