← Tributary

SUMMIT WEALTH STRATEGIES

CHESTERFIELD, MO · CRD 282502 · IAPD ↗ · 636-532-0088

$978.7MRegulatory AUM
22Advisory reps
22Employees
0Clients
0Planning clients
0Private funds
17States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — SUMMIT WEALTH STRATEGIES (CHESTERFIELD, MO) left the SEC roster (was $978.7M RAUM, 22 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
June 2024 — SUMMIT WEALTH STRATEGIES notice-filed in NC, SC.
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.