Summit Wealth Group, LLC
Summit Wealth Group, LLC is an SEC-registered mass-market adviser in Tulsa, OK with $182.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Summit Wealth Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166118, SEC 801-122606, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $182.5M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Tulsa, OK
- Employees
- 8
- Clients
- 282
- CRD
- 166118
- Ownership
- SPINARDI REVOCABLE TRE DTD 08/02/01; SPINARDI, THEODORE, JOSEPH; SPINARDI, ANDREA, LYNNE
How much AUM does Summit Wealth Group, LLC have?
Summit Wealth Group, LLC reported $182.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Summit Wealth Group, LLC?
Disclosed owners and executives of Summit Wealth Group, LLC include SPINARDI REVOCABLE TRE DTD 08/02/01, SPINARDI, THEODORE, JOSEPH, SPINARDI, ANDREA, LYNNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.