David Wade Romhilt
Investment adviser representative at Summit Trail Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$19.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Summit Trail Advisors, LLCJul 2015 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MD, NY).
Summit Trail Advisors, LLC
$19.9BAssets managed
742Clients
20Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4435504
- Firm CRD
- 220519