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Summa Holdings
Summa Holdings is a wealth management and advisory firm based in Austin, Texas. The company offers institutional-style investment and legacy planning services, positioning itself as a registered advisor with a quarter-century of conviction. Contact information and location correspond to the LLC filing.
Permit issued January 17, 2026 · Austin, TX
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See how it worksAbout Summa Holdings
Summa Holdings is a wealth management business that received a Texas sales tax permit on January 17, 2026 from the Texas Comptroller of Public Accounts. This is a permit issue date, not an LLC formation date. The business is located in Austin, Texas 78758.
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Permit Details
Entity NameSumma Holdings, LLC
Entity TypeLLC
Entity Number32103901149-1
Permit Issue DateJanuary 17, 2026
Principal AddressLocked
City / State / ZipAustin, TX 78758
TimezoneCentral (CT)
EIN on FileNo
Verified Business Profile
SubcategoryRegistered Investment Advisor
Contact Information
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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.
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Document Timeline
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Frequently Asked Questions
When was Summa Holdings's Texas sales tax permit issued?
Summa Holdings's Texas sales tax permit was issued on January 17, 2026. This is a permit date, not an LLC formation date.
Where is Summa Holdings located?
Summa Holdings is based in Austin, TX, 78758.
What type of business is Summa Holdings?
Summa Holdings is classified as a wealth management business (registered investment advisor).
Does Summa Holdings have an EIN on file?
No EIN was found on file for Summa Holdings at the time of registration.
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