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TB

Timothy P. Barton

SUMMIT WEALTH
OREM, UT 84097
CRD#: 7986688
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TB
Timothy Paul BartonSUMMIT WEALTH

Professional summary

Timothy Paul Barton is a registered financial advisor currently at SUMMIT WEALTH LLC located in Orem, Utah.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Timothy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Paul Barton's 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

April 13, 2026 - Present

SUMMIT WEALTH LLC

Office #1: 563 E 875 N, Orem, UT 84097
RIA
CRD#: 332859
OREM, UT

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
Utah
(4/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/2025
Uniform Investment Adviser Law Examination

Current Firm

SW
SUMMIT WEALTH LLC
MIDATLANTIC ADVISORY | SUMMIT WEALTH LLC | MIDATLANTIC ADVISORY LLC

CRD#: 332859 / SEC#:

Utah
Registered Investment Advisory firm - (4/13/2026 Approved)
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Contact information

Main Address
563 E 875 N, Orem, UT 84097
Mailing Address
Phone number
(801) 669-7767
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

SUMMIT WEALTH LLC

CRD#: 332859Orem, UT 84097

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