Summit Wealth and Retirement Partners

Overview

Summit Wealth and Retirement Partners is an SEC registered investment adviser based in Eagle, ID, registered since 2017. It reports $978M in assets under management across 1,018 accounts, with 12 employees. It has 7 investment adviser representatives.

Reported AUM

$978M

Discretionary

72%

Accounts

1,018

Average account

$961K

Employees

12

Advisory reps

7

Registered since

2017

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Robert Anthony Cucchiaro President CRD 4582239
• Donald Ryan McCloskey Chief Compliance Officer CRD 4579225

Advisory reps 3 of 7

• Dustin Edward Burkhart Investment Adviser Rep CRD 7164809
• JENNIFER Kate BUTLER Investment Adviser Rep CRD 5569471
• Robert Anthony Cucchiaro Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4582239

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

435 E Shore Dr Ste 220
Eagle, ID 83616

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: summitwealthandretirement.com

Every state, with registration dates

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