Chief Operating Officer

0001766995-22-000004.txt : 20220512 0001766995-22-000004.hdr.sgml : 20220512 20220512113146 ACCESSION NUMBER: 0001766995-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220512 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SUMMIT WEALTH & RETIREMENT PLANNING, INC. CENTRAL INDEX KEY: 0001766995 IRS NUMBER: 472346871 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19057 FILM NUMBER: 22916538 BUSINESS ADDRESS: STREET 1: 55 OAK CT. STREET 2: SUITE 210 CITY: DANVILLE STATE: CA ZIP: 94526 BUSINESS PHONE: 925-927-1900 MAIL ADDRESS: STREET 1: 55 OAK CT. STREET 2: SUITE 210 CITY: DANVILLE STATE: CA ZIP: 94526 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001766995 XXXXXXXX 03-31-2022 03-31-2022 SUMMIT WEALTH & RETIREMENT PLANNING, INC.

55 OAK CT. SUITE 210 DANVILLE CA 94526

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