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SUMMIT WEALTH GROUP, LLC
CRD 166118File 801-122606
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$182.5M
Bottom 25% of cohort (national)
Discretionary AUM
$180.2M
Non-discretionary $2.3M
Clients
282
824 accounts
Employees
8
Below cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 4, 2021
- Principal office
- 9175 S YALE AVENUE, SUITE 100, TULSA, OK, 74137
- Phone
- (888) 439-3041
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $182.5M
- Discretionary AUM
- $180.2M
- Non-discretionary AUM
- $2.3M
- Discretionary accounts
- 822
- Non-discretionary accounts
- 2
- Total accounts
- 824
- AUM per client
- $647K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $128.6M |
| Individuals (other than high net worth individuals) | 226 | $53.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.