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SUMMIT WEALTH GROUP, LLC
CRD 166118 · SEC 801-122606
9175 S YALE AVENUE, SUITE 100, TULSA, OK, 74137, United States
Phone
(888) 439-3041
Fax
(707) 439-3503
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.5M
Discretionary AUM
$180.2M
Team
8 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 226 | $53.9M |
| High net worth individuals | 56 | $128.6M |
States served
AZ, CA, CO, OK, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/company/swg-bayarea
- https://www.instagram.com/swg_tulsa/
- https://www.instagram.com/swg_bayarea
- https://www.facebook.com/swgtulsa
- https://twitter.com/swg_tulsa
- https://www.facebook.com/SummitWealthGroup
- https://twitter.com/swg_bayarea
- https://integratedwealth.co/
- https://www.linkedin.com/company/swg-tulsa
Official SEC filing: View on IAPD