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SUMMIT WEALTH GROUP, LLC

TULSA, OK · CRD 166118 · IAPD ↗ · (888) 439-3041

$182.5MRegulatory AUM
4Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
January 2026 — SUMMIT WEALTH GROUP, LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — SUMMIT WEALTH GROUP, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
May 2024 — SUMMIT WEALTH GROUP, LLC notice-filed in CO, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — SUMMIT WEALTH GROUP, LLC now reports custody of client assets ($91.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.