# SUMMIT WEALTH STRATEGIES

> FINRA firm 282502 · INACTIVE · **⚠ HAS DISCLOSURE EVENTS** · CHESTERFIELD, MO

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 282502
- **Firm name:** SUMMIT WEALTH STRATEGIES
- **Other names:** CAVU RETIREMENT PLANNING, YOUNG WEALTH MANAGEMENT GROUP, WEST TEXAS INDEPENDENT FINANCIAL SERVICES, SUMMIT X, SUMMIT WEALTH STRATEGIES, GOLDEN RULE WEALTH MANAGEMENT
- **Investment Adviser scope:** INACTIVE
- **SEC IA file number:** 801-107111
- **Branches:** 0
- **Has disclosure events:** YES
- **Headquarters:** CHESTERFIELD, MO, 63017, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/282502

## Citation

> FINRA BrokerCheck, firm 282502 (SUMMIT WEALTH STRATEGIES). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/282502.

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