Company Information

Get to know Summit Wealth AG

Founded in 2022 and based in Zug, Switzerland, Summit Wealth AG is a partner-managed, independent asset management firm. The company focuses on providing holistic and customized wealth management solutions, including asset management, investment advisory, and financial planning services. Its mission is to ensure the long-term preservation and growth of its clients' assets through a transparent, disciplined, and entrepreneurial approach. The firm is a member of the AOOS, a Self-Regulatory Organisation (SRO) recognized by the Swiss Financial Market Supervisory Authority (FINMA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Summit Wealth AG

Switzerland

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.