Charles Summit has been an investment adviser representative at West Wealth Group since April 2025, and is not listed among the firm’s executive officers or direct owners.
West Wealth Group, LLC is an Irvine, CA firm with $617M under management, 2,746 clients and 13 advisers across 6 offices, as of its September 2026 filing.
- West Wealth Group, LLCCurrent– present · 1 yearIrvine, CA · Adviser representative · Firm CRD 316644
Investment adviser representative registrations
Charles Summit is registered as an investment adviser representative in 2 states. The first approvals date from April 2025; the most recent is Texas, in August 2026.
- CaliforniaSince 17 April 2025
- TexasSince 14 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Charles Hunter Summit
- CRD
- 8074276
- Firm
- West Wealth Group · CRD 316644
- Office
- 2 PARK PLAZA, SUITE 800, Irvine, CA 92614
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Summit work?
Charles Summit is an investment adviser representative registered through West Wealth Group, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Charles Summit a financial advisor?
Yes. Charles Summit has a current investment-adviser registration in California and Texas, through West Wealth Group since April 2025.
How many years of experience does Charles Summit have?
Charles Summit has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Charles Summit passed?
Charles Summit passed the Series 65 in April 2025.
Where is Charles Summit based?
Charles Summit’s registered office is in Irvine, CA.
Is Charles Summit registered with FINRA?
No. Charles Summit has no current broker registration.
How can I verify Charles Summit’s record?
Search CRD 8074276 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Summit’s full registration record.
