# Second Summit Wealth Management, LLC

> Second Summit Wealth Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 317984
- Filed as: SECOND SUMMIT WEALTH MANAGEMENT, LLC
- Also doing business as: SECOND SUMMIT WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317984
- AdvisorCensus page: https://advisorcensus.com/firm/second-summit-wealth-management-llc-san-francisco-ca-317984

## Quick answers

**How is Second Summit Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Second Summit Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Second Summit Wealth Management, LLC located?**
Second Summit Wealth Management, LLC's principal office is in San Francisco, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Second Summit Wealth Management, LLC registered with the SEC or a state?**
Second Summit Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 317984.

**How much does Second Summit Wealth Management, LLC manage?**
Second Summit Wealth Management, LLC reports $149,661,050 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (99% discretionary).

**How have Second Summit Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Second Summit Wealth Management, LLC: Regulatory assets under management: $104,620,700 in the October 2024 data and $149,661,050 in the October 2026 data, up 43%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Second Summit Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (6).

**Which custodians does Second Summit Wealth Management, LLC use?**
Second Summit Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Second Summit Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317984

**What changed in Second Summit Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $122,232,602 to $149,661,050 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $149,661,050
- Discretionary: $147,511,953
- Non-discretionary: $2,149,097

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,310,290 |
| High net worth individuals | 32 | $148,350,760 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- secondsummit.us
- secondsummitadvisors.com
- secondsummitfinancial.com
- secondsummitfinancials.com
- secondsummitwealth.com
- secondsummitwealthmanagement.com
- secondsummitwm.com
- Instagram @second.summit
- LinkedIn @sabrinalowell
- X @sabrinalowell

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $104,620,700 | 1 | April 17, 2024 |
| October 2025 | $122,232,602 | 1 | March 24, 2025 |
| October 2026 | $149,661,050 | 1 | October 1, 2026 |

Regulatory assets under management: $104,620,700 in the October 2024 data and $149,661,050 in the October 2026 data, up 43%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $122,232,602 to $149,661,050 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Second Summit Wealth Management, LLC (CRD 317984): Form ADV filing data as of October 2026.