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SUMMA CORP.

THE WOODLANDS, TX · CRD 113091 · IAPD ↗ · summa-wealth.com · 281-362-9977

$1.59BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — SUMMA CORP. moved its main office from TOMBALL, TX to THE WOODLANDS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
October 2026 — SUMMA CORP. crossed $1B in regulatory AUM ($587.2M -> $1.59B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2026 — SUMMA CORP. crossed $500M in regulatory AUM ($458.9M -> $587.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
March 2025 — SUMMA CORP. reported RAUM up 27% ($361.6M -> $458.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2024 — SUMMA CORP. reported RAUM up 56% ($232.4M -> $361.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.