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Wealth Manager • Bellevue, United States

Summit Family Office Services

Summit Family Office Services is a wealth manager based in Bellevue, United States, founded in 2014. Verified contact details, AUM data, and investment preferences on FindLPs.

2014
Year Founded
Wealth Manager
Investor Type
Bellevue, United States
Headquarters
About

Summit Family Office Services

Summit Family Office Services, LLC provides financial services to families, individuals and business owners who seek comprehensive advise from seasoned professional advisers.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.