# Summa Wealth Management

> Summa Wealth Management is a state-registered investment advisory firm, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated April 19, 2025.

- CRD: 284399
- Filed as: SUMMA WEALTH MANAGEMENT
- Legal name: Summa Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: April 19, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284399
- AdvisorCensus page: https://advisorcensus.com/firm/summa-wealth-management-284399

## Quick answers

**How is Summa Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Summa Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Is Summa Wealth Management registered with the SEC or a state?**
Summa Wealth Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284399.

**What types of clients does Summa Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Summa Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284399

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- summaiq.com
- summawm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summa Wealth Management (CRD 284399): Form ADV filing data as of October 2026.