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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2024
- Office Locations
- 1
Office Locations
About Summit Wealth Strategies
Summit Wealth Strategies (Summit Wealth Asset Management, LLC) is a Denver-based RIA with a Minnesota office serving clients nationwide. The firm combines wealth management with tax strategy, retirement and legacy planning, and insurance/long-term care planning. Investment work centers on portfolio strategy, risk-protected approaches, and retirement income planning, including its Market Guard methodology and Portfolio X-Ray analysis, supported by an Orion client portal and the Retirement Summit Podcast.
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Owner & Executives
SHAWN GARY O'KEEFE
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Member, Wealth Advisor
- CRD
- #2494631
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,186,976 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,186,976 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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