Summit Wealth & Retirement Planning, Inc.: 13F-HR filed May 5, 2025

Name: Summit Wealth & Retirement Planning, Inc. 13F-HR (0001766995-25-000002)
Creator: Summit Wealth & Retirement Planning, Inc.
Published: 2025-05-05

Form type: 13F-HR
Filing date: May 5, 2025
Accession number: 0001766995-25-000002
Filer: Summit Wealth & Retirement Planning, Inc. (CIK 1766995)