Primerica Advisors
42yrs
Top advisor by experience in Bountiful
13yrs
Based in Bountiful, Utah, Adam Wright is a fiduciary financial advisor with 13 years of industry experience. Adam joined Summit Global Investments in 2024, after a year at Arete Wealth Advisors and seven years at Center Street Advisors. Summit Global Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 110 advisors with offices in Bountiful, and one of 108 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 55% of advisors at Summit Global Investments
Office620 South Main Street, Bountiful, UT 84010
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$88,371
Advisors at the firm101
States licensed ?1 state
Services through Summit Global Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowSummit Global Investments, LLCCurrent firm
- Apr 2023 – Feb 2024Arete Wealth Advisors, LLCPreviously
- 2016 – 2023Center Street Advisors, Inc.Previously
- Feb 2014 – Jun 2015Skyoak Capital, Inc.Previously
Questions to ask Adam
Tailored to Adam’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Adam
How do I contact Adam?
Call Summit Global Investments at (888) 251-4847 and ask for Adam Wright. Adam works from the Bountiful, UT office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2014, about 13 years. More experience than 55% of advisors at Summit Global Investments.
What licenses does Adam hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Summit Global Investments reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Adam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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