Soleil Lum
Summit Asset Management · Memphis, Tennessee
Soleil Lum is a fee-only financial advisor at Summit Asset Management in Memphis, Tennessee, who holds the CFP credential. Summit Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Soleil →
Facts
| Firm | Summit Asset Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.08B across 1,522 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 6227870 |
| Exams passed | Series 63 (2014) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.summitassetmanagement.com |
| Profile |
How Soleil's firm compares
- Summit Asset Management's average account is about $709,000, from its Form ADV (assets managed divided by 1,522 accounts).
Request an introduction to Soleil
Tell Soleil a little about what you're looking for. Soleil isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Soleil
Is Soleil Lum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Soleil holds no broker registration, and Summit Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Soleil charge for financial advice?
Soleil's firm, Summit Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Soleil Lum based?
Soleil Lum is based in Memphis, Tennessee.
What credentials does Soleil Lum hold?
Soleil Lum holds the CFP credential.
Is Soleil Lum registered with the SEC?
Yes. Soleil Lum is registered as an investment adviser representative in TN (CRD 6227870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summit Asset Management manage?
Summit Asset Management reports $1.08B across 1,522 accounts in assets under management.
How do I contact Soleil Lum?
Through Soleil's website, www.summitassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.