Summit Financial Wealth Advisors L

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

189

Total plan assets

$18.5M

Filings (rows)

Direct comp

$52K

Indirect comp

Showing only "SUMMIT FINANCIAL WEALTH ADVISORS L"

View all 8 variants aggregated →

SUMMIT FINANCIAL47 SUMMIT FINANCIAL WEALTH ADVISORS6 SUMMIT FINANCIAL GROUP3 SUMMIT FINANCIAL WEALTH ADVISOR3 SUMMIT FINANCIAL WEALTH ADVISORS L2 SUMMIT FINANCIAL MANAGEMENT LL2 SUMMIT FINANCIAL WELATH ADVISORS

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Aries Marine Corporation Aries Marine Corporation 401(k) Plan · all filings	LAFAYETTE, LA	Advisor / Consultant	88	$9.9M	$27K	$0
Aries Marine Corporation Aries Marine Corporation 401(k) Plan · all filings	YOUNGSVILLE, LA	Advisor / Consultant	101	$8.6M	$25K	$0