Summit Wealth Advocates LLC
Legal Name: SUMMIT WEALTH ADVOCATES, LLC
Other Info
Summit Wealth Advocates LLC is a Minnesota-based limited liability company consisting of five employees, with four involved in advisory positions. Though the number of clients they serve is not currently known, they are listed as 'Approved' by the U.S. Securities and Exchange Commission with a registration date of December 13th, 2017.
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Direct Owners
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BRUCE ALBERT PRIMEAU
PRESIDENT owns 75% or more
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JON ALLEN GOVIN
VICE-PRESIDENT owns more than 5% but less than 10%
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MATTHEW M WRIGHT
CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER owns less than 5%
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REBECCA JUDITH BOTZET
WEALTH ADVOCATE owns less than 5%