SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC
SEC file number 801-69479
· BELLEVUE, WA
https://summitstrategies.us ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$82.3M
Discretionary AUM
$82M
Employees
8
Clients
200
Firm
- Address
- 10655 NE 4TH STREET STE 500
BELLEVUE, WA 98004 - Phone
- —
- Website
- https://summitstrategies.us
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Private Wealth Asset Management, LLC Medium name-match confidence · CIK 1883006 · NE
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
- GLOBAL EQUITY SERIES OF GLOBAL ASSET MANAGEMENT STRATEGIES, LLC Medium name-match confidence · CIK 1667630 · MN
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Private Wealth Asset Management, LLC · D · Aug 21, 2026$5.7M
-
Strata Solas Wealth Management LLC · D · Jan 20, 2026
-
GLOBAL EQUITY SERIES OF GLOBAL ASSET MANAGEMENT STRATEGIES, LLC · D/A · Nov 24, 2025