SUMMIT WEALTH GROUP LLC
Doing business as SUMMIT WEALTH GROUP. SEC Form ADV profile.
Total regulatory AUM
$2,306,090,776
Discretionary
$2,306,090,776
Non-discretionary
$0
Firm details
- CRD number
- 335242
- SEC file number
- 801-132262
- Main office
- COLORADO SPRINGS, CO, United States
- Employees
- 80
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.