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SUMMIT WEALTH AND RETIREMENT PARTNERS

EAGLE, ID · CRD 285972 · IAPD ↗ · summitwealthandretirement.com · (925) 927-1900

$978.1MRegulatory AUM
7Advisory reps
12Employees
10Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — SUMMIT WEALTH AND RETIREMENT PARTNERS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — SUMMIT WEALTH AND RETIREMENT PARTNERS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2025 — SUMMIT WEALTH AND RETIREMENT PARTNERS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
December 2025 — SUMMIT WEALTH AND RETIREMENT PARTNERS moved its main office from SAN RAMON, CA to EAGLE, ID.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
July 2025 — SUMMIT WEALTH AND RETIREMENT PARTNERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2024 — SUMMIT WEALTH AND RETIREMENT PARTNERS moved its main office from DANVILLE, CA to SAN RAMON, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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