SUMMIT WEALTH GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$182,490,922
Discretionary
$180,163,472
Non-discretionary
$2,327,450
Firm details
- CRD number
- 166118
- SEC file number
- 801-122606
- Main office
- TULSA, OK, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.