Key facts
- Notable investors include Merchant Investment Management.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Shore to Summit Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Shore to Summit Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Shore to Summit Wealth Management
Provider of wealth management services intended to simplify the complexities of growing and managing wealth. The company offers retirement income strategies, personalized portfolio management, and lending solutions, enabling clients to make informed decisions on their financial journey.
- Sector
- Financial Services
- HQ
- Annapolis, MD, United States
- Employees
- 21
- Website
- shoretosummitwm.com/
- Ownership
- Privately Held (backing)
Shore to Summit Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Shore to Summit Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Shore to Summit Wealth Management in its N-PORT filings yet. We sweep new filings monthly.