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Summit Wealth & Retirement Planning, Inc.

● SEC registered since 2017CRD 285972SEC# 801-108910Eagle, ID
Export (members)
Reg. AUM
$978.1M
Employees
12
Accounts
1,018
Location
Eagle, ID

Summit Wealth & Retirement Planning, Inc. assets under management

Summit Wealth & Retirement Planning, Inc. is an SEC-registered investment adviser based in Eagle, ID. The firm has been registered since 2017. It reports $978.1 million in regulatory assets under management and employs 12 people.
www.summitwealthandretirement.comView on SEC.gov ↗

Summit Wealth & Retirement Planning, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Donald Ryan McCloskey ControlChief Compliance OfficerUnder 5%2019
Robert Anthony Cucchiaro ControlPresident, ShareholderOver 75%2012

Frequently asked questions

How much does Summit Wealth & Retirement Planning, Inc. manage?

Summit Wealth & Retirement Planning, Inc. reports $978.1 million in regulatory assets under management on its Form ADV.

How many employees does Summit Wealth & Retirement Planning, Inc. have?

Summit Wealth & Retirement Planning, Inc. reports 12 employees.

Where is Summit Wealth & Retirement Planning, Inc. located?

Summit Wealth & Retirement Planning, Inc. is based in Eagle, ID and has been SEC-registered since 2017.

Does Summit Wealth & Retirement Planning, Inc. disclose fund performance?

Summit Wealth & Retirement Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address435 E Shore Drive, Suite 220, Eagle, ID 83616
Phone(925) 927-1900
Fax(925) 927-1907
Office hours8 a.m. - 4 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$978.1M▲ 19%
Mar '25 — $824.8MApr '25 — $824.8MMay '25 — $824.8MJun '25 — $824.8MJul '25 — $824.8MAug '25 — $824.8MSep '25 — $824.8MOct '25 — $824.8MNov '25 — $824.8MDec '25 — $824.8MJan '26 — $824.8MFeb '26 — $824.8MMar '26 — $978.1MApr '26 — $978.1MMay '26 — $978.1MJun '26 — $978.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$978.1Mregulatory AUM
Discretionary $704.7MNon-discretionary $273.4M