Adam B. Wright

SUMMIT GLOBAL INVESTMENTS

Mea, AZ 85210

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CRD#: 6234854

Professional summary

Adam B Wright, who also goes by Adam Wright, is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Mea, Arizona.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Adam has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Wright

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) DBA Iron Tree Investment Management, LLC and Iron Tree Wealth Management, Securities and FIXED INSURANCE PRODUCTS. 160 hours per month for compensation. Start Date, 09/2013. 2) FPEC, Non-profit, Associate for Financial education. Began 9/2016, less than one hour a month. 3) Estate Planning Team Member, Prospect for clients by representing and marketing the strategy. Show prospective clients how to use the deferred sales trust techniques to defer taxes on the sale of appreciated businesses or assets. 1-2 Hours per month approx. for compensation. Start Date, 5/2018. 4) Shurprint LLC - Arizona, produce and ship mailers for customers. Less than 5 hours per month, for compensation. 5) Semworx LLC - Arizona, produce and ship mailers for customers. Less than 5 hours per month, for compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam B Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 12, 2024 - Present

SUMMIT GLOBAL INVESTMENTS, LLC

Office #1: 1201 S Alma School Rd, Suite 12750, Mea, AZ 85210

RIA

CRD#: 157091

Mea, AZ

Past

April 21, 2023 - February 5, 2024

ARETE WEALTH ADVISORS, LLC

RIA

CRD#: 145488

Mesa, AZ

Past

March 16, 2016 - June 13, 2023

CENTER STREET ADVISORS, INC.

RIA

CRD#: 169329

Mesa, AZ

Past

October 26, 2015 - December 1, 2023

CENTER STREET SECURITIES, INC.

CRD#: 26898

MESA, AZ

Past

February 20, 2014 - June 30, 2015

SKYOAK CAPITAL, INC.

RIA

CRD#: 154248

MEDFORD, OR

Past

September 16, 2013 - November 8, 2013

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUMMIT GLOBAL INVESTMENTS, LLC

HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA

Registered Investment Advisory firm - (5/10/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(1/30/2025)

IAR

Arizona
(5/17/2024)

IAR

California
(7/7/2025)

IAR

New Mexico
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/5/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/22/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2013

General Securities Representative Examination

Current Firm

SUMMIT GLOBAL INVESTMENTS, LLC

HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA

Registered Investment Advisory firm - (5/10/2012 Approved)

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Contact information

Main Address

620 South Main Street, Bountiful, UT 84010

Mailing Address

620 South Main Street, Bountiful, UT 84010

Phone number

(888) 251-4847

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SGI BROCHURE (9/15/2025)

SGI BROCHURE (5/21/2025)

Regulatory assets under management

Total Number of Accounts	6,923
AUM (Assets Under Management)	$ 1,921,141,101

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Adam B. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam B Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE WEALTH ADVISORS, LLC

CENTER STREET ADVISORS, INC.

CENTER STREET SECURITIES, INC.

SKYOAK CAPITAL, INC.

EDWARD JONES

Primary Firm SEC Registration

SUMMIT GLOBAL INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/5/2014

Series 65

Date: 1/22/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2013

Current Firm

SUMMIT GLOBAL INVESTMENTS, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT GLOBAL INVESTMENTS, LLC

TRUST BUT VERIFY

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