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SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST

STERLING HEIGHTS, MI · CRD 126570 · IAPD ↗ · 586-226-2100

$219.0MRegulatory AUM
6Advisory reps
6Employees
22Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
March 2026 — SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST changed its website from misocialsecurity.com to summitgivesback.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
March 2026 — SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST reported RAUM up 42% ($122.1M -> $172.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
November 2024 — SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
July 2024 — SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST changed its website from workingwithpeopleyoutrust.com to misocialsecurity.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
March 2024 — SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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