Data / Investment advisers / Idaho / Summit Wealth and Retirement Partners
Summit Wealth and Retirement Partners, Eagle, ID: $978 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Summit Wealth and Retirement Partners is an SEC registered investment adviser with its main office in Eagle, Idaho and reports $978 million in regulatory assets under management in its Form ADV filed March 9, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Summit Wealth and Retirement Partners (CRD number 285972): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 285972
- SEC file number
- 801-108910
- SEC status
- Approved, effective January 5, 2017
- Legal name
- Summit Wealth & Retirement Planning, Inc.
- Main office
- 435 E Shore Drive Suite 220, Eagle, ID 83616
- Phone
- (925) 927-1900
- Website
- summitwealthandretirement.com
- Regulatory AUM
- $978,085,825 in the Form ADV filed March 9, 2026
- Discretionary AUM
- $704,664,426
- Non discretionary AUM
- $273,421,399
- Accounts
- 1,018
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 194 | $900.6 million |
| Individuals (other than high net worth individuals) | 152 | $68.2 million |
| Corporations or other businesses | 8 | $9.2 million |
| Charitable organizations | Fewer than 5 | $122,885 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $978.1 million | March 9, 2026 |
| December 1, 2025 | $824.8 million | August 18, 2025 |
Other advisers in Idaho
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sherman Portfolios | Coeur D'Alene | $1.56 billion | Not listed | adviserinfo.sec.gov |
| Pinkerton Wealth Partners | Coeur D'Alene | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Aspen Capital Management, LLC | Boise | $1.34 billion | Not listed | adviserinfo.sec.gov |
| Inspire Advisors, LLC | Meridian | $1.33 billion | Not listed | adviserinfo.sec.gov |
| American Independent Securities Group, LLC | Eagle | $986.3 million | Not listed | adviserinfo.sec.gov |
| Mountain Pacific Investment Advisers, LLC | Boise | $933.7 million | Not listed | adviserinfo.sec.gov |
| Darwin Ventures, LLC | Sandpoint | $908 million | 12 | adviserinfo.sec.gov |
| Teleo Capital Management LLC | Boise | $894.1 million | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Idaho
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Summit Wealth and Retirement Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.