DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| COLORADO SPRINGS, | $2.3B | 35 | 2025 | |||
| EXETER, | $762M | 7 | 2015 | |||
| TULSA, | $182M | 3 | 2021 | |||
| CAMARILLO, | $250M | 4 | 2017 | |||
| $60.4M | 2026 | |||||
| ORLANDO, | $676M | 12 | 2016 | |||
| CHESTERFIELD, | $979M | 2015 | ||||
SUMMIT WEALTH MANAGEMENT, INC Registered adviser · RIA / Wealth · matched SUMMIT WEALTH MANAGEMENT · 801-29339 | ATLANTA, | $517M | 2012 | |||
| ORLANDO, | $378M | 2012 | ||||
| AKRON, | $120M | 2 | 2025 | |||
| FRISCO, | $123M | 2017 | ||||
SUMMIT WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched SUMMIT WEALTH ASSET MANAGEMENT LLC | DENVER, | $51.2M | 2026 | |||
| HAYSVILLE, | $4.7M | 2026 | ||||
| $245,854 | 2026 | |||||
| OREM, | 2026 | |||||
| 2026 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.