# LAGUNA NIGUEL SUMMIT WEALTH MANAGEMENT, LLC

LAGUNA NIGUEL SUMMIT WEALTH MANAGEMENT, LLC is a RIA based in Laguna Niguel, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Laguna Niguel, United States
- **Region:** North America
- **Address:** Laguna Niguel, California, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 283837
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283837

## About

Laguna Niguel Summit Wealth Management, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in Laguna Niguel.

## Sectors

- Private Wealth Management
- Financial Planning

## Questions

### What is the firm's known AUM?

Summit Wealth Management has not disclosed its assets under management. No AUM figures appear in regulatory filings or marketing materials accessible through public channels.

## Related profiles

- [Pearl Diver Capital LLP](https://altss.com/profile/pearl-diver-capital-llp)
- [CMA Financial Services](https://altss.com/profile/cma-financial-services)

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Last updated: 2026-06-03T20:00:00.000Z

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