SEC Form ADV

SUMMIT WEALTH GROUP, LLC

Firm profile: Summit Wealth Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOK

$182.5M

Assets Under Management

Employees

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Registration Details

Accession: crd-166118
Location: TULSA, OK
Filing Date: September 8, 2026
AUM: $182.5M
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

SUMMIT WEALTH GROUP, LLC is a registered investment adviser headquartered in TULSA, OK, managing approximately $182.5M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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