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DR
CFA
DR
CFA
David Wade Romhilt
Summit Trail Advisors, LLC
10 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Estate Planning
Tax Planning
Insurance Planning
Summit Trail Advisors, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
33 advisors
Number of Clients
1,139 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$23.6B
Fee Structure
Investment Management
Planning
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Location
2 Wisconsin Circle, Suite 700, Chevy Chase, MD, 20815
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History
Regulatory History (1)
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Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Employment Separation After Allegations
March 2015
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How to Read Disclosures
Employment History
Current Registrations
Summit Trail Advisors, LLC
September 2015 - Present · 10 yrs 5 mos
State Registrations
2 states
MD
NY
Advisor
Exams
No exam information available for this advisor.