SUMMIT WEALTH & RETIREMENT PLANNING, INC.

UUIDbfd4e56f-34e2-5ac8-8698-cd132fb0aa39

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:23:53

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	285972	285972	—	1.0
sec_file_number	801-108910	801-108910	—	—

HQ CitySAN RAMON

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-06-25 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.