Summa Global Advisors, LLC
Summa Global Advisors, LLC is an SEC-registered wealth manager in Clackamas, OR with $144.1M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Summa Global Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148713, SEC 801-71249, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $144.1M (2026-06-17)
- Firm type
- Wealth Manager
- Location
- Clackamas, OR
- Employees
- 2
- Clients
- 125
- CRD
- 148713
- Ownership
- YU, WAI NGAN, HENRY; WAKEFIELD, RACHEL, JEAN; JOHNSON, ROGER, LANE; ROGER L. JOHNSON REVOCABLE LIVING TRUST; WAKEFIELD INVESTMENTS, LLC
How much AUM does Summa Global Advisors, LLC have?
Summa Global Advisors, LLC reported $144.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Summa Global Advisors, LLC?
Disclosed owners and executives of Summa Global Advisors, LLC include YU, WAI NGAN, HENRY, WAKEFIELD, RACHEL, JEAN, JOHNSON, ROGER, LANE, ROGER L. JOHNSON REVOCABLE LIVING TRUST, WAKEFIELD INVESTMENTS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.