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SUMMIT WEALTH GROUP
Legal name: SUMMIT WEALTH GROUP LLC
CRD 335242File 801-132262
APPROVED
Retail clients
Custody
Filing as of Jul 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.31B
Top 25% of cohort (national)
Discretionary AUM
$2.31B
Clients
3,117
8,632 accounts
Employees
80
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 27, 2025
- Principal office
- 13710 STRUTHERS ROAD, SUITE 115, COLORADO SPRINGS, CO, 80921
- Phone
- 7196334033
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.31B
- Discretionary AUM
- $2.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8,632
- Non-discretionary accounts
- 0
- Total accounts
- 8,632
- AUM per client
- $740K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 584 | $1.53B |
| Individuals (other than high net worth individuals) | 2,533 | $779.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 68 | 80 | increased by12 |
| Apr 1, 2026 | Clients | 2,544 | 3,117 | increased by573 |
| Apr 1, 2026 | AUM | $1,353,760,295 | $2,306,090,776 | increased by$952,330,481 |
| Apr 1, 2026 | Accounts | 4,911 | 8,632 | increased by3,721 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 69 | 68 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $1,353,760,295 | increased by$1,353,760,295 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 4,911 | increased by4,911 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SUMMIT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUMMIT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.