Summit Portfolio Management LLC
Summit Portfolio Management LLC is an SEC-registered wealth manager in Las Vegas, NV with $214.0M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Summit Portfolio Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111243, SEC 801-46423, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $214.0M (2026-06-16)
- Firm type
- Wealth Manager
- Location
- Las Vegas, NV
- Employees
- 5
- Clients
- 113
- CRD
- 111243
- Ownership
- BOCK, TIMOTHY, FRANCIS
How much AUM does Summit Portfolio Management LLC have?
Summit Portfolio Management LLC reported $214.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Summit Portfolio Management LLC?
Disclosed owners and executives of Summit Portfolio Management LLC include BOCK, TIMOTHY, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.