Summit Wealth And Retirement Partners

CRD 285972 · Eagle, ID · $978.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 285972
SEC number: 801-108910
Firm type: RIA
Assets under management: $978.1M as of Mar 9, 2026
Website: www.summitwealthandretirement.com ↗
Phone: (925) 927-1900
Address: 435 E Shore Drive, Eagle, ID, 83616

Advisors at this firm

7 in our index · page 1 of 1

Jennifer Kate ButlerCRD 5569471 · Eagle, ID

IA RegisteredRegistration inactive
Dustin Edward BurkhartCRD 7164809 · Westfield Center, OH

IA Registered
Robert Anthony CucchiaroCRD 4582239 · Eagle, ID

IA RegisteredBroker
Nicholas Fernando LemusCRD 7559730 · San Clemente, CA

IA RegisteredRegistration inactive
Donald Ryan MccloskeyCRD 4579225 · Camas, WA

IA RegisteredBroker
Harold King PorterCRD 1192910 · Eagle, ID

IA RegisteredRegistration inactive
Scott Michael TerryCRD 2009675 · Eagle, ID

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.