Summit Wealth and Retirement Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Eagle, ID. Its latest Form ADV filing, dated March 9, 2026, reports $978M in regulatory assets under management, 12 employees, 4 offices, and 1,018 accounts.
Assets Under Management
$978M
Employees
12
Offices
4 offices
Total Clients
354
Primary office
EAGLE, ID
435 E SHORE DRIVE, SUITE 220, EAGLE, ID, United States
Top client segmentHNWI represent 54.8% of total clients.
Top client categories% of clientsClients
1
HNWI
54.8%
194
2
Individuals
42.9%
152
3
Corporations
2.3%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$978Mas of March 9, 2026
Discretionary72.0%
$705M
72% of total RAUM72.0%
Non-discretionary28.0%
$273M
28% of total RAUM28.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$978M
Total Accounts1,018
10Y AUM Change+$624M (+176.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee30:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.