Summit Wealth & Retirement Planning, Inc.
● SEC registered since 2017CRD 285972SEC# 801-108910Eagle, ID
Reg. AUM
$978.1M
Employees
12
Accounts
1,018
Location
Eagle, ID
About Summit Wealth & Retirement Planning
Summit Wealth & Retirement Partners helps successful families and individuals coordinate tax planning with investment management. Its site focuses on wealth complexity, equity compensation, and the needs of people approaching or living in retirement.
Summary based on the firm’s website.
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.
Summit Wealth & Retirement Planning, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Ryan McCloskey Control | Chief Compliance Officer | Under 5% | 2019 |
| Robert Anthony Cucchiaro Control | President, Shareholder | Over 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
| Address | 435 E Shore Drive, Suite 220, Eagle, ID 83616 |
| Phone | (925) 927-1900 |
| Fax | (925) 927-1907 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$978.1M▲ 19%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,369 advisers
EmployeesTop 35%
More than 65% of 16,804 advisers
Assets under management
$978.1Mregulatory AUM
Discretionary $704.7MNon-discretionary $273.4M