Second Summit Wealth Management, LLC
● SEC registered since 2024CRD 317984SEC# 801-130298
Reg. AUM
$149.7M
Employees
1
Accounts
165
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 $149.7 million in regulatory assets under management and employs 1 people.
Second Summit Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sabrina Francis Lowell Control | Managing Member & Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Second Summit Wealth Management, LLC manage?
Second Summit Wealth Management, LLC reports $149.7 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 hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149.7M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$149.7Mregulatory AUM
Discretionary $147.5MNon-discretionary $2.1M