SUMMIT WEALTH MANAGEMENT, INC

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Firm: SUMMIT WEALTH MANAGEMENT, INC SUMMIT WEALTH MANAGEMENT, INC Asset Manager Founded in Headcount: Assets Under Management: GOOD MONEY: CREDIT CARD REFORM HOW WILL THE NEW REGULATIONS BENEFIT YOU?

1 Firm: SUMMIT WEALTH MANAGEMENT, INC SUMMIT WEALTH MANAGEMENT, INC Asset Manager Founded in Headcount: Assets Under Management: GOOD MONEY: CREDIT CARD REFORM HOW WILL THE NEW REGULATIONS BENEFIT YOU? Please contact our office with any questions. Judith L. Seid, President and founder of Blue Summit Wealth Management, Inc, is a Certified Financial Planner who has actively used Socially Responsible Investing (SRI) for her clients since She firmly... East County Magazine October 4, 2010 inappropriate or irrelevant content BrightScope Announces Top 25 Atlanta Area-Based RIA Firms SAN DIEGO, CA--(Marketwired - Apr 23, 2014) - BrightScope ( a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisor (RIA) firms in the Atlanta area... Yahoo Finance April 23, 2014 inappropriate or irrelevant content Key Executives for Summit Wealth Management, Inc. To contact Summit Wealth Management, Inc., please visit. Company data is provided by Capital IQ. Please use this form to report any data issues. June 23, 2015 inappropriate or irrelevant content

Seid, President and founder of Blue Summit Wealth Management, Inc, is a Certified Financial Planner who has actively used Socially Responsible Investing (SRI) for her clients since 1992. She firmly.

2 BrightScope Announces Top 25 Atlanta Area-Based RIA Firms SAN DIEGO, CA--(Marketwired - Apr 23, 2014) - BrightScope ( a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisor (RIA) firms in the Atlanta area... Reuters April 23, 2014 inappropriate or irrelevant content Custodians Charged In Lawsuit With Aiding Advisor Involved In Cemetery Scam The class-action claim was filed by six former clients of Angelo A. Alleca, an Atlanta-based advisor and owner of Summit Wealth Management Inc., who was barred by the SEC in 2012 for misappropriating client assets. The custodians collected false values on... Financial Advisor Magazine May 9, 2014 inappropriate or irrelevant content SEC Sues Over $19M Scam Tied To Bogus Cemetery Buys The commission links Morrow to alleged hedge fund fraudster Angelo A. Alleca, whose Summit Wealth Management Inc. came under an SEC probe in September for an alleged fund-of-funds scheme, according to the SEC. The two were longtime business partners... Law 360 May 31, 2013 inappropriate or irrelevant content 11/29: Progressions in Central Florida Winifred N. Davenport has been promoted to Relationship Manager and Director of Client Services at Summit Wealth Management Inc., Orlando. The American Heart Association has appointed Pat Engfer, General Manager, Hyatt Regency Orlando International Airport... Orlando Sentinel November 27, 2010

.. Reuters April 23, 2014 inappropriate or irrelevant content Custodians Charged In Lawsuit With Aiding Advisor Involved In Cemetery Scam The class-action claim was filed by six former clients of

3 inappropriate or irrelevant content People on the Move Also, Tim Lally, 41, to safety director, from senior safety supervisor at Power Construction LLC and Amy Ricchiuto, 26, to marketing coordinator, from marketing coordinator at Development Solutions Inc. WEALTHCARE ADVISORS LLC, Schaumburg: Bill Billimoria... Crain's Chicago Business August 30, 2012 inappropriate or irrelevant content Diane Criss Client types are by firm, and represent a percentage of assets under management. For additional information on Diane Criss s client base, please contact the advisor. When financial advisors have events in their practice that could influence their ability... USNews April 2, 2012 inappropriate or irrelevant content Offering fraud: an SEC enforcement staple Summit Wealth Management, Inc. Mr. Allecca and his firm are defendants in another Commission enforcement action, SEC v. Alleca, Civil Action No. 1:12-cv-0361 (N.D. GA.). That case alleges that the defendants operated a Ponzi scheme. From October to... Lexology June 3, 2013 inappropriate or irrelevant content Advisory firm values slip; big buying small He ended up selling to Summit Wealth Management Inc. in Atlanta, a larger RIA firm with six offices nationwide. Mr. Janken said that he is satisfied with his deal, which came in at a multiple of about two times annual revenue. But he said that deals... Investment News

.. Crain's Chicago Business August 30, 2012 inappropriate or irrelevant content Diane Criss Client types are by firm, and represent a percentage of assets under management.

4 March 5, 2011 inappropriate or irrelevant content Financial advisers have developed strategies for hedging caretaking risks "We kind of plan for inheritance as if it were an asset class," says Wisda, a senior financial planner at Summit Wealth Management Inc. Researchers long ago projected a large portion of baby boomers would find themselves in what Barry Kohler, an adviser at... Orange County Register August 21, 2013 inappropriate or irrelevant content SEC charges Atlanta investment advisor Approximately 200 clients lost an estimated $17 million. The SEC says Angelo A. Alleca and Summit Wealth Management Inc. ran a purported "fund of funds" and then tried to hide trading losses by creating new private funds to make money to pay back the... The Business Journal September 19, 2012 inappropriate or irrelevant content Carrie L. Mistina Ms. Carrie L. Mistina is the Director of Finance and Accounting at Summit Wealth Management, Inc. She holds an M.S.A and M.S.T degree. To contact Summit Wealth Management, Inc., please visit. Company data is provided by Capital IQ. Please use this form to... August 5, 2015 inappropriate or irrelevant content When Inheritance Is Negative "If you planned to withdraw 5% from your portfolio every year to support your lifestyle," says Joe Birkofer, a principal at Legacy Asset Management Inc. in Houston, "and then you increase that by 50%" to care for ailing parents, "your financial plan's a mess."

.. Orange County Register August 21, 2013 inappropriate or irrelevant content SEC charges Atlanta investment advisor Approximately 200 clients lost an estimated $17 million. The SEC says Angelo A.

5 Wall Street Journal January 21, 2008 inappropriate or irrelevant content William P. Kovacs Esq. Mr. William P. Kovacs, Esq. is an Attorney at Law, General Counsel, and Director of Compliance at Summit Wealth Management, Inc. Prior to this, he served as a Secretary, Vice President, General Counsel, and Chief Compliance Officer at Conseco Capital... October 28, 2015 inappropriate or irrelevant content Widows' needs being ignored by advisers For advisers who make the effort, however, meeting the special needs of widows can result in long... and Scottsdale, Ariz., for Summit Wealth Management Inc. The Roswell, Ga.-based firm manages around $1 billion in assets. There's a sainthood that... Investment News June 20, 2009 inappropriate or irrelevant content Carrie L. Mistina Ms. Carrie L. Mistina is the Director of Finance and Accounting at Summit Wealth Management, Inc. She holds an M.S.A and M.S.T degree. To contact Summit Wealth Management, Inc., please visit. Company data is provided by Capital IQ. Please use this form to... November 9, 2015 inappropriate or irrelevant content No news for SUMMIT WEALTH MANAGEMENT, INC right now. Check back soon! Powered by DISCLAIMERS

Prior to this, he served as a Secretary, Vice President, General Counsel, and Chief Compliance Officer at Conseco Capital.

Headcount: Hidden Founded in Hidden. Assets Under Management: Hidden Hidden Hidden Hidden Lessons in inheritance for Alpha Fiduciary advisory firm

Firm: ALPHA FIDUCIARY ALPHA FIDUCIARY Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden Lessons in inheritance for Alpha Fiduciary advisory firm At