Financial ServicesWealth ManagementActiveVerified

K2 Summit Wealth

JACLYN ALISON MONTOYA, Registered Agent

K2 Summit Wealth is a comprehensive financial services firm located in Windsor, CO, specializing in retirement planning and wealth accumulation. The website provides contact information and describes a commitment to improving long-term financial success.

Filed December 9, 2025 · Windsor, CO · Larimer County

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Source

Colorado Secretary of State · Entity 20258178149 · Retrieved June 12, 2026

View the official record ›JSON record ›

About K2 Summit Wealth

K2 Summit Wealth, LLC filed in Colorado on December 9, 2025, as a wealth management firm based in Windsor. Owner JACLYN ALISON MONTOYA filed personally as the registered agent. The domain was registered 43 days before filing through GoDaddy, and the modern website matches the filing identity. We estimate revenue between $100,000 and $1 million with 1 to 5 employees. The company was first seen 185 days after filing. No annual report or EIN on file yet.

  • Domain registered 43 days before filing, indicating recent web setup.
  • Filed in Colorado with a principal address in Windsor.
  • Owner JACLYN ALISON MONTOYA filed personally as the registered agent.
  • Website confirmed to match the filing name and address.
  • We estimate revenue between $100,000 and $1 million with 1 to 5 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 85 new businesses registered in Windsor in December 2025, and the only financial services business registered there that month.

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Filing Details

Entity NameK2 Summit Wealth, LLC
Entity TypeLLC
Entity Number20258178149
Filing DateDecember 9, 2025
Principal AddressLocked
City / State / ZipWindsor, CO 80528
CountyLarimer
TimezoneMountain (MT)
EIN on FileNo
Registered AgentJACLYN ALISON MONTOYA
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 43 days before filing · registrar GoDaddy
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadJune 12, 2026 (185 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was K2 Summit Wealth registered?

K2 Summit Wealth was registered as LLC on December 9, 2025 in Colorado.

Where is K2 Summit Wealth located?

K2 Summit Wealth is based in Windsor, CO, 80528, in Larimer County.

What type of business is K2 Summit Wealth?

K2 Summit Wealth is classified as a financial services business (wealth management).

Does K2 Summit Wealth have an EIN on file?

No EIN was found on file for K2 Summit Wealth at the time of registration.

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