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Merchant Wealth Management Holdings 3, LLC

MemberSummit Financial, LLC

About Merchant Wealth Management Holdings 3, LLC

Merchant Wealth Management Holdings 3, LLC is listed as Member at Summit Financial, LLC in Parsippany, NJ. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Summit Financial, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Merchant Wealth Management Holdings 3, LLC work?

Merchant Wealth Management Holdings 3, LLC is listed as Member at Summit Financial, LLC on SEC Form ADV.

How much of Summit Financial, LLC does Merchant Wealth Management Holdings 3, LLC own?

Form ADV reports a beneficial ownership band of 50-75%.

Summit Financial, LLC

TitleMember
Ownership50-75%
Control personYes
Since2024