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SRM Private Wealth

CFP® - A Fiduciary Financial Planning Practice

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9713 South Santa Monica Blvd
Suite 219
Beverly Hills, CA 90210

Call: 818.335.0172
Email: info@srmprivatewealth.com

Form CRS
Form ADV 2A
Disclosures
Privacy Notice
BCP
Wrap Fee Program Brochure

Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”) a SEC-Registered Investment Advisor doing business as SRM Private Wealth.

Custody, clearing and certain brokerage services are provided by Folio Investments, Inc. d/b/a Goldman Sachs Custody Solutions (GSCS), an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services are provided by Goldman Sachs & Co. LLC (GS&Co.), an SEC registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. GSCS and GS&Co. are not your investment advisors and do not provide investment advice to you or your investment advisor. The information provided here shall not constitute an offer, solicitation, or advice by GSCS or GS&Co. to buy or sell securities.

GSCS and GS&Co. do not control, and are not responsible for, any information or other content provided on the SRM Private Wealth's website, including any prospectuses, reports, summaries, or other data provided herein.