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RIA / WealthAdvisor12 years in industry

ADAM B WRIGHT

Advisor at SUMMIT GLOBAL INVESTMENTS, LLC

BOUNTIFUL, UT | Mea, AZ

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Search this name across graphsid dfx:ria:f10e3966-eef3-6cbe-a12f-4df0efbd0e16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 20, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT GLOBAL INVESTMENTS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 22, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Jan 22, 2014
First registration: Feb 20, 2014
Dual registered: no
Other names: ADAM WRIGHT
IAPD individual key: 6234854

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT GLOBAL INVESTMENTS, LLC	Mixed wealth	May 17, 2024	n/a	yes	BOUNTIFUL, UT\|Mea, AZ	Current employment
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Apr 21, 2023	Feb 5, 2024	no	Mesa, AZ\|CHICAGO, IL	Previous registration
CENTER STREET ADVISORS, INC.	Former SEC adviser	Mar 16, 2016	Jun 13, 2023	no	Mesa, AZ\|NASHVILLE, TN\|Mesa, AZ\|Henderson, NV	Previous registration
SKYOAK CAPITAL, INC.	Independent wealth	Feb 20, 2014	Jun 30, 2015	no	LAS VEGAS, NV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARETE WEALTH ADVISORS, LLC	SUMMIT GLOBAL INVESTMENTS, LLC	Feb 5, 2024	May 17, 2024	102	Firm change	Ibd to RIA
CENTER STREET ADVISORS, INC.	ARETE WEALTH ADVISORS, LLC	Jun 13, 2023	Apr 21, 2023	-53	Firm change after gap	RIA to ibd
SKYOAK CAPITAL, INC.	CENTER STREET ADVISORS, INC.	Jun 30, 2015	Mar 16, 2016	260	Firm change	Other

Relationships

Registered with (4)

→ SUMMIT GLOBAL INVESTMENTS, LLCRegistered adviserregistration: current employment
May 17, 2024 to presentfactForm ADV
→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 21, 2023 to Feb 5, 2024factForm ADV
→ CENTER STREET ADVISORS, INC.Registered adviserregistration: previous registration
Mar 16, 2016 to Jun 13, 2023factForm ADV
→ SKYOAK CAPITAL, INC.Registered adviserregistration: previous registration
Feb 20, 2014 to Jun 30, 2015factForm ADV

Dated events

Occurred
Feb 5, 2024
Advisor changed firm
Adam B Wright left Arete Wealth Advisors, Llc for Summit Global Investments, Llc (registered 2024-05-17)
Form ADVobserved 5 days ago
Occurred
Jun 13, 2023
Advisor changed firm
Adam B Wright left Center Street Advisors, Inc. for Arete Wealth Advisors, Llc (registered 2023-04-21)
Form ADVobserved 5 days ago