Second Summit Wealth Management, LLC
Second Summit Wealth Management, LLC is an SEC-registered wealth manager with $149.7M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Second Summit Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317984, SEC 801-130298, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $149.7M (2026-03-25)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 38
- CRD
- 317984
- Ownership
- LOWELL, SABRINA, FRANCIS
How much AUM does Second Summit Wealth Management, LLC have?
Second Summit Wealth Management, LLC reported $149.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Second Summit Wealth Management, LLC?
Disclosed owners and executives of Second Summit Wealth Management, LLC include LOWELL, SABRINA, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.