SUMMIT WEALTH GROUP

SUMMIT WEALTH GROUP LLC

CRD 335242 · SEC 801-132262

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13710 STRUTHERS ROAD, SUITE 115, COLORADO SPRINGS, CO, 80921, United States

Phone

7196334033

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.31B

Discretionary AUM

$2.31B

Team

80 total employees; 29 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	2533	$779.8M
High net worth individuals	584	$1.53B

States served

AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, NE, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WV, WY, MO, WA, TX, HI, FL, SD

All web addresses on file

https://www.linkedin.com/company/summitwealthgroup
https://www.youtube.com/channel/UCWMzDtmnIB2cdIPRTUwa7Jw
https://www.facebook.com/summitwealthgroupco
https://premierprivatewealth.financial/
http://www.summitwealthgroup.com
https://x.com/summitwealthgrp

Official SEC filing: View on IAPD