Summit Financial Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

171278

SEC number

801-79686

Firm type

RIA

Assets under management

$1.8B as of Mar 10, 2026

Website

www.linkedin.com/company/summit-financial-wealth ↗

Phone

337-232-1141

Address

1021 E. St. Mary Blvd., Lafayette, LA, 70503

Advisors at this firm

17 in our index · page 1 of 1

• Catherine Anne BoudreauxCRD 5386329 · Lafayette, LA
  IA RegisteredBroker
• Suzette BroussardCRD 2625244 · Lafayette, LA
  IA RegisteredRegistration inactive
• Christopher Peavy BreauxCRD 7443000 · Lafayette, LA
  IA Registered
  Disclosure event(s) on record
• Toni C CrawfordCRD 5716887 · Ruston, LA
  IA RegisteredRegistration inactive
• David Russell DanielCRD 1748101 · Lafayette, LA
  IA RegisteredRegistration inactive
• Douglas William DanielCRD 6309206 · Lafayette, LA
  IA Registered
• James Houssiere DupuisCRD 731418 · Gulfport, MS
  IA RegisteredRegistration inactive
• Wesley Adam GautreauxCRD 5672768 · Lafayette, LA
  IA Registered
• Paul Gerald GuidryCRD 1721250 · Slidell, LA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Stephen Paul HardeyCRD 6462881 · Lafayette, LA
  IA RegisteredRegistration inactive
• Todd Farrell LambertCRD 2443098 · Lafayette, LA
  IA RegisteredBroker
• Lena Satge OrmondCRD 6700395 · Monroe, LA
  IA Registered
• Michael Edward PharrCRD 2510335 · Lafayette, LA
  IA RegisteredRegistration inactive
• Charles Louis RayCRD 1836197 · Monroe, LA
  IA Registered
• David Jerome RomagosaCRD 403303 · Lafayette, LA
  IA RegisteredBroker
• Joel C RobideauxCRD 4323336 · Lafayette, LA
  IA Registered
• Alida Claire VillienCRD 1816950 · Lafayette, LA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.