Active
SUMMIT WEALTH AND RETIREMENT PARTNERS
Investment Advice|SAN RAMON, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$824.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 559.3M |
| Non-Discretionary | 265.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 285972 |
| SEC Number | 801-108910 |
| Street Address | 2000 CROW CANYON PLACE |
| Street Address 2 | SUITE 410 |
| Location | SAN RAMON, CA 94583 |
| Country | United States |
| Phone | (925) 927-1900 |
| Fax | (925) 927-1907 |
| Total Employees | 11 |
Client Count by Type (341 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 202 |
| Individuals (other than H… | 131 |
| Corporations/Businesses | 8 |
Community Partners
CITY OF BENICIA
CITY OF DIXON
CITY OF FAIRFIELD
CITY OF LINDSAY
CITY OF MODESTO
CITY OF SAN RAMON
CITY OF SUISUN CITY
CITY OF VACAVILLE
CITY OF VALLEJO
COUNTY OF SOLANO
TOWN OF DANVILLE
CITY OF BENICIA
CITY OF DIXON
CITY OF FAIRFIELD
CITY OF LINDSAY
CITY OF MODESTO
CITY OF SAN RAMON
CITY OF SUISUN CITY
CITY OF VACAVILLE
CITY OF VALLEJO
COUNTY OF SOLANO
TOWN OF DANVILLE
CITY OF BENICIA
CITY OF DIXON
CITY OF FAIRFIELD
CITY OF LINDSAY
CITY OF MODESTO
CITY OF SAN RAMON
CITY OF SUISUN CITY
CITY OF VACAVILLE
CITY OF VALLEJO
COUNTY OF SOLANO
TOWN OF DANVILLE
Municipal Government
11 Active
11
Organizations
BENICIA CITY HOUSING AUTH
CA FAIRS FINANCING AUTHORITY
California Municipal Finance Authority CFD No 2021-16
California Municipal Finance Authority CFD No 2022-2
COLLINSVILLE LEVEE DISTRICT
CORDELIA FIRE PROTECTION DISTRICT
CORTINA COMMUNITY SERVICES DISTRICT
DIXON FIRE PROTECTION DISTRICT
DIXON PUB FINANCING AUTH
DIXON REGIONAL WATERSHED JOINT POWERS AUTHORITY
DIXON RESOURCE CONS DIST
EAST STANISLAUS RESOURCE CONSERVATION DISTRICT
FAIRFIELD-SUISUN SEWER DISTRICT
FRIANT WATER AUTHORITY
FROST LAKE RECLAMATION DISTRICT 2129
GREATER VALLEJO RECREATION AND PARK DISTRICT
GRIZZLY WEST RECLAMATION DISTRICT
HASTINGS RECLAMATION DISTRICT 2060
INTERCOMMUNITY HOSPITAL FINANCING AUTH
ISLAND ENERGY CO
BENICIA CITY HOUSING AUTH
CA FAIRS FINANCING AUTHORITY
California Municipal Finance Authority CFD No 2021-16
California Municipal Finance Authority CFD No 2022-2
COLLINSVILLE LEVEE DISTRICT
CORDELIA FIRE PROTECTION DISTRICT
CORTINA COMMUNITY SERVICES DISTRICT
DIXON FIRE PROTECTION DISTRICT
DIXON PUB FINANCING AUTH
DIXON REGIONAL WATERSHED JOINT POWERS AUTHORITY
DIXON RESOURCE CONS DIST
EAST STANISLAUS RESOURCE CONSERVATION DISTRICT
FAIRFIELD-SUISUN SEWER DISTRICT
FRIANT WATER AUTHORITY
FROST LAKE RECLAMATION DISTRICT 2129
GREATER VALLEJO RECREATION AND PARK DISTRICT
GRIZZLY WEST RECLAMATION DISTRICT
HASTINGS RECLAMATION DISTRICT 2060
INTERCOMMUNITY HOSPITAL FINANCING AUTH
ISLAND ENERGY CO
BENICIA CITY HOUSING AUTH
CA FAIRS FINANCING AUTHORITY
California Municipal Finance Authority CFD No 2021-16
California Municipal Finance Authority CFD No 2022-2
COLLINSVILLE LEVEE DISTRICT
CORDELIA FIRE PROTECTION DISTRICT
CORTINA COMMUNITY SERVICES DISTRICT
DIXON FIRE PROTECTION DISTRICT
DIXON PUB FINANCING AUTH
DIXON REGIONAL WATERSHED JOINT POWERS AUTHORITY
DIXON RESOURCE CONS DIST
EAST STANISLAUS RESOURCE CONSERVATION DISTRICT
FAIRFIELD-SUISUN SEWER DISTRICT
FRIANT WATER AUTHORITY
FROST LAKE RECLAMATION DISTRICT 2129
GREATER VALLEJO RECREATION AND PARK DISTRICT
GRIZZLY WEST RECLAMATION DISTRICT
HASTINGS RECLAMATION DISTRICT 2060
INTERCOMMUNITY HOSPITAL FINANCING AUTH
ISLAND ENERGY CO
Special District
74 Active
74
Organizations
BENICIA UNIFIED SCH DIST
CENTRAL CALIFORNIA MIGRANT HEAD START PROGRAM
DIXON UNIFIED SCH DIST
FAIRFIELD-SUISUN JT UNIFIED SCH DIST
GREAT VALLEY ACADEMY
JESSEE BETHEL HIGH SCHOOL
KAIROS PUBLIC SCHOOLS
PARADISE ELEMENTARY SCHOOL DISTRICT
SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT
SHILOH ELEMENTARY SCHOOL DISTRICT
SOLANO CO SPL SCHS OPER BY CO SUPT
SOLANO COUNTY COMMUNITY COLLEGE DISTRICT
TRAVIS UNIFIED SCHOOL DISTRICT
VACAVILLE UNIFIED SCHOOL DISTRICT
VALLEJO CITY UNIF SCH DIST
VALLEJO UNIFIED SCHOOL DISTRICT
YOSEMITE COMMUNITY COLLEGE DISTRICT
BENICIA UNIFIED SCH DIST
CENTRAL CALIFORNIA MIGRANT HEAD START PROGRAM
DIXON UNIFIED SCH DIST
FAIRFIELD-SUISUN JT UNIFIED SCH DIST
GREAT VALLEY ACADEMY
JESSEE BETHEL HIGH SCHOOL
KAIROS PUBLIC SCHOOLS
PARADISE ELEMENTARY SCHOOL DISTRICT
SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT
SHILOH ELEMENTARY SCHOOL DISTRICT
SOLANO CO SPL SCHS OPER BY CO SUPT
SOLANO COUNTY COMMUNITY COLLEGE DISTRICT
TRAVIS UNIFIED SCHOOL DISTRICT
VACAVILLE UNIFIED SCHOOL DISTRICT
VALLEJO CITY UNIF SCH DIST
VALLEJO UNIFIED SCHOOL DISTRICT
YOSEMITE COMMUNITY COLLEGE DISTRICT
BENICIA UNIFIED SCH DIST
CENTRAL CALIFORNIA MIGRANT HEAD START PROGRAM
DIXON UNIFIED SCH DIST
FAIRFIELD-SUISUN JT UNIFIED SCH DIST
GREAT VALLEY ACADEMY
JESSEE BETHEL HIGH SCHOOL
KAIROS PUBLIC SCHOOLS
PARADISE ELEMENTARY SCHOOL DISTRICT
SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT
SHILOH ELEMENTARY SCHOOL DISTRICT
SOLANO CO SPL SCHS OPER BY CO SUPT
SOLANO COUNTY COMMUNITY COLLEGE DISTRICT
TRAVIS UNIFIED SCHOOL DISTRICT
VACAVILLE UNIFIED SCHOOL DISTRICT
VALLEJO CITY UNIF SCH DIST
VALLEJO UNIFIED SCHOOL DISTRICT
YOSEMITE COMMUNITY COLLEGE DISTRICT
School District
17 Active
17
Organizations
06519336 Petanque La Rose
1000 FRIENDS PROTECTING HISTORIC BENICIA
1012 COLLECTIVE CORP
10 - 4 KIDS
129TH ALUMNI HERITAGE ASSOCIATION
180ELEVATE
1906 EDUTAINMENT STUDIOS INC
22Q JOY COLLECTIVE
240 IMPACT RESTORATION MINISTRIES
2B SUCCESSFUL YOUTH
2ND CHANCE NEW LIFE
2nd Class Citizens No More
303RD BOMB GROUP ASSO
3525 VISTA GRANDE ELEMENTARY PTA
360ARMOR INC
365 INSPIRE A CURE
365 SQUAD CLUB
366 SQUAD CLUB INC
3-D SPORTS
404 FOUND CODE
06519336 Petanque La Rose
1000 FRIENDS PROTECTING HISTORIC BENICIA
1012 COLLECTIVE CORP
10 - 4 KIDS
129TH ALUMNI HERITAGE ASSOCIATION
180ELEVATE
1906 EDUTAINMENT STUDIOS INC
22Q JOY COLLECTIVE
240 IMPACT RESTORATION MINISTRIES
2B SUCCESSFUL YOUTH
2ND CHANCE NEW LIFE
2nd Class Citizens No More
303RD BOMB GROUP ASSO
3525 VISTA GRANDE ELEMENTARY PTA
360ARMOR INC
365 INSPIRE A CURE
365 SQUAD CLUB
366 SQUAD CLUB INC
3-D SPORTS
404 FOUND CODE
06519336 Petanque La Rose
1000 FRIENDS PROTECTING HISTORIC BENICIA
1012 COLLECTIVE CORP
10 - 4 KIDS
129TH ALUMNI HERITAGE ASSOCIATION
180ELEVATE
1906 EDUTAINMENT STUDIOS INC
22Q JOY COLLECTIVE
240 IMPACT RESTORATION MINISTRIES
2B SUCCESSFUL YOUTH
2ND CHANCE NEW LIFE
2nd Class Citizens No More
303RD BOMB GROUP ASSO
3525 VISTA GRANDE ELEMENTARY PTA
360ARMOR INC
365 INSPIRE A CURE
365 SQUAD CLUB
366 SQUAD CLUB INC
3-D SPORTS
404 FOUND CODE
Nonprofit Organization
5615 Active
5615
Organizations
Community Partners128 organizations
COUNTY OF SOLANO
Municipal Government·FAIRFIELD
BENICIA CITY HOUSING AUTH
Special District·BENICIA
CA FAIRS FINANCING AUTHORITY
Special District·SACRAMENTO
California Municipal Finance Authority CFD No 2021-16
Special District
California Municipal Finance Authority CFD No 2022-2
Special District
COLLINSVILLE LEVEE DISTRICT
Special District·FAIRFIELD
CORTINA COMMUNITY SERVICES DISTRICT
Special District·SANTA ROSA
DIXON PUB FINANCING AUTH
Special District·DIXON
EAST STANISLAUS RESOURCE CONSERVATION DISTRICT
Special District·MODESTO
FAIRFIELD-SUISUN SEWER DISTRICT
Special District·FAIRFIELD
FROST LAKE RECLAMATION DISTRICT 2129
Special District·FAIRFIELD
GRIZZLY WEST RECLAMATION DISTRICT
Special District·SUISUN CITY
HASTINGS RECLAMATION DISTRICT 2060
Special District·MENLO PARK
INTERCOMMUNITY HOSPITAL FINANCING AUTH
Special District·FAIRFIELD
ISLAND ENERGY CO
Special District·VALLEJO
MAINE PRAIRIE WATER DIST
Special District·DIXON
MODESTO IRRIGATION DISTRICT
Special District·MODESTO
RECLAMATION DISTRICT 2034
Special District·SAN RAMON
RECLAMATION DISTRICT 2043
Special District·FAIRFIELD
RECLAMATION DISTRICT 2068
Special District·DIXON
RECLAMATION DISTRICT 2084
Special District·LINDSAY
RECLAMATION DISTRICT 2093
Special District·SACRAMENTO
RECLAMATION DISTRICT 2098 SOLANO
Special District·DIXON
RECLAMATION DISTRICT 2127
Special District·ALAMO
RECLAMATION DISTRICT 2134
Special District·SAN FRANCISCO
RECLAMATION DISTRICT 2141
Special District·FAIRFIELD
RECLAMATION DISTRICT 501
Special District·WALNUT GROVE
RECLAMATION DISTRICT 536
Special District·RIO VISTA
RECLAMATION DISTRICT NO. 2135
Special District·WALNUT CREEK
RECLAMATION DISTRICT NO. 2138
Special District·BENICIA
RECLAMATION DISTRICT NO. 2139
Special District·SANTA ROSA
RECLAMATION DISTRICT NO. 2142
Special District·DANVILLE
Rio Vista CFD No 2004-1
Special District
Rio Vista CFD No 2006-1
Special District
Rio Vista CFD No 2018-1
Special District
RIO VISTA-MONTEZUMA CEMETERY DT
Special District·RIO VISTA
Rio Vista Public Financing Authority
Special District
SAN RAMON VALLEY FIRE PROTECTION DISTRICT
Special District·SAN RAMON
SCHAFER-PINTAIL RECL DIST 2112
Special District·MODESTO
SILVEYVILLE CEMETERY DISTRICT
Special District·DIXON
SOLANO ANIMAL CONTROL AUTHORITY
Special District·FAIRFIELD
CENTRAL CALIFORNIA MIGRANT HEAD START PROGRAM
School District·MODESTO
GREAT VALLEY ACADEMY
School District·MODESTO
JESSEE BETHEL HIGH SCHOOL
School District·VALLEJO
KAIROS PUBLIC SCHOOLS
School District·VACAVILLE
SOLANO CO SPL SCHS OPER BY CO SUPT
School District·FAIRFIELD
YOSEMITE COMMUNITY COLLEGE DISTRICT
School District·MODESTO
06519336 Petanque La Rose
Nonprofit Organization·Santa Rosa
1000 FRIENDS PROTECTING HISTORIC BENICIA
Nonprofit Organization·BENICIA
1012 COLLECTIVE CORP
Nonprofit Organization·MODESTO
10 - 4 KIDS
Nonprofit Organization·vacaville
129TH ALUMNI HERITAGE ASSOCIATION
Nonprofit Organization·MODESTO
180ELEVATE
Nonprofit Organization·San Ramon
1906 EDUTAINMENT STUDIOS INC
Nonprofit Organization·Vallejo
22Q JOY COLLECTIVE
Nonprofit Organization·Vallejo
240 IMPACT RESTORATION MINISTRIES
Nonprofit Organization·FAIRFIELD
2B SUCCESSFUL YOUTH
Nonprofit Organization·Fairfield
2ND CHANCE NEW LIFE
Nonprofit Organization·MODESTO
2nd Class Citizens No More
Nonprofit Organization·Suisun city
303RD BOMB GROUP ASSO
Nonprofit Organization·Vacaville
3525 VISTA GRANDE ELEMENTARY PTA
Nonprofit Organization·Danville
360ARMOR INC
Nonprofit Organization·Santa Rosa
365 INSPIRE A CURE
Nonprofit Organization·Fairfield
365 SQUAD CLUB
Nonprofit Organization·FAIRFIELD
366 SQUAD CLUB INC
Nonprofit Organization·Fairfield
3-D SPORTS
Nonprofit Organization·Modesto
404 FOUND CODE
Nonprofit Organization·Santa Rosa
49 ER CHAP OF CAL PROBATION PAROLE & CORRECTIONAL ASSOC
Nonprofit Organization·Modesto
4-H CLUBS & AFFILIATD 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H OARGANIZATIONS
Nonprofit Organization·Modesto
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Danville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fairfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Modesto
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Modesto
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Modesto
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fairfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Modesto
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fairfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Modesto
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Rosa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fairfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Modesto
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Modesto
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fairfield