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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SUMMIT WEALTH ADVOCATES, LLCCRD Number: 151330OtherThanAnnual Amendment
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Homesummit Wealth Advocates LLC is a limited liability company that specializes in financial advisory services, helping clients manage their wealth and investments effectively.
Individuals or entities that operate or conduct business through Homesummit Wealth Advocates LLC are required to file the appropriate documentation, typically including the members or managers of the LLC.
To fill out the Homesummit Wealth Advocates LLC documentation, you will need to provide detailed information about the business structure, members' information, and financial records, ensuring compliance with state laws.
The purpose of Homesummit Wealth Advocates LLC is to provide professional guidance in wealth management, investment strategies, and financial planning to enhance the financial well-being of its clients.
Information that must be reported includes the names and addresses of the members, the nature of the business, financial statements, and tax identification information.
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