Trisha Kay Koontz

Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2017 → 04/2020
  Commerce Brokerage Services, Nc.
  Saint Louis, MO
• 01/2016 → 11/2017
  Commerce Bank
  Des Peres, MO
• 04/2020 → 07/2025
  Summit Wealth Strategies Dba Summit X
  Chesterfield, MO
• 03/2023 → 07/2025
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 08/2025 → Present
  Arax Advisory Partners, Llc
  Denver, CO

Previous Registrations

• 2023-02-21 → 2025-12-26
  Summit Wealth Strategies
  Chesterfield, MO
• 2019-04-23 → 2021-04-02
  Commerce Brokerage Services, Inc.
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-04-16

Other Names

• Trisha Koontz
• Trisha Kay Addis
• Trish Kay Koontz