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Second Summit Wealth Management, LLC

● SEC registered since 2024CRD 317984SEC# 801-130298
Export (members)
Reg. AUM
$122.2M
Employees
1
Accounts
151
Location
—

Second Summit Wealth Management, LLC assets under management

Second Summit Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $122.2 million in regulatory assets under management and employs 1 people.
www.instagram.com/second.summitView on SEC.gov ↗

Second Summit Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Sabrina Francis Lowell ControlManaging Member & Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Second Summit Wealth Management, LLC manage?

Second Summit Wealth Management, LLC reports $122.2 million in regulatory assets under management on its Form ADV.

How many employees does Second Summit Wealth Management, LLC have?

Second Summit Wealth Management, LLC reports 1 employees.

Does Second Summit Wealth Management, LLC disclose fund performance?

Second Summit Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(415)-275-2442
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.2M
Non-discretionary$0
Total (RAUM)$122.2M