Summit Wealth Management

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

300

Total plan assets

$6.1M

Filings (rows)

Direct comp

$49K

Indirect comp

Showing only "SUMMIT WEALTH MANAGEMENT"

View all 6 variants aggregated →

SUMMIT WEALTH ADVOCATES2 SUMMIT WEALTH GROUP2 SUMMIT WEALTH & RETIREMENT2 SUMMIT WEALTH STRATEGIES1 SUMMIT WEALTH MANAGEMENT1 SUMMIT WEALTH PARTNERS1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Kustom US, Inc. Kustom US, Inc. 401(k) Plan · all filings	LONGWOOD, FL	Advisor / Consultant	300	$6.1M	$49K	$0