# Summit Wealth LLC

> Summit Wealth LLC is a state-registered investment advisory firm in Haysville, KS, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 333475
- Filed as: SUMMIT WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Haysville, KS
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333475
- AdvisorCensus page: https://advisorcensus.com/firm/summit-wealth-llc-haysville-ks-333475

## Quick answers

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

**Where is Summit Wealth LLC located?**
Summit Wealth LLC's principal office is in Haysville, KS, according to its Form ADV.

**Is Summit Wealth LLC registered with the SEC or a state?**
Summit Wealth LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333475.

**How much does Summit Wealth LLC manage?**
Summit Wealth LLC reports $4,699,622 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Summit Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Summit Wealth LLC 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/333475

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,699,622
- Discretionary: $4,699,622
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $4,692,310 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $7,312 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Wealth LLC (CRD 333475): Form ADV filing data as of October 2026.