Charles Hunter Summit
Investment adviser representative at West Wealth Group, LLC
10 yearsExperience
2 statesRegistered in
$616.7MFirm assets
5 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- West Wealth Group, LLCApr 2025 to now
- West Wealth Group d/b/a Yack Wealth ManagementOct 2024 to now
- Lendsure MortgageJun 2022 to Feb 2023
- Mossy VolkswagenJul 2020 to Sep 2024
- 067 EateryMay 2017 to Sep 2023
- Point Loma Nazarene UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
West Wealth Group, LLC
$616.7MAssets managed
2,746Clients
20Advisers
5 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
- 8074276
- Firm CRD
- 316644