SUMMIT WEALTH GROUP, LLC
CRD #166118 SEC #801-122606 TULSA, OK (888) 439-3041
SEC Registered
Total AUM
$150M
Discretionary
$148M
Employees
8
Clients
251
Accounts
724
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $150M | $148M | $2M | 8 | 0 |
| Mar 2025 | $150M | $148M | $2M | 8 | 0 |
| May 2024 | $123.3M | $120.8M | $2.5M | 8 | 0 |
| Apr 2024 | $123.3M | $120.8M | $2.5M | 8 | 0 |
| Mar 2024 | $123.3M | $120.8M | $2.5M | 8 | 0 |
| Dec 2023 | $108.3M | $108.3M | $0 | 4 | 0 |
| Sep 2023 | $108.3M | $108.3M | $0 | 4 | 0 |
| Mar 2023 | $108.3M | $108.3M | $0 | 4 | 0 |
| Aug 2022 | $111.3M | $111.3M | $0 | 4 | 0 |
| Mar 2022 | $111.3M | $111.3M | $0 | 4 | 0 |
| Oct 2021 | $108.5M | $108.5M | $0 | 4 | 0 |
DateDec 2025
Total AUM$150M
Discretionary$148M
Non-Disc.$2M
Employees8
Clients0
DateMar 2025
Total AUM$150M
Discretionary$148M
Non-Disc.$2M
Employees8
Clients0
DateMay 2024
Total AUM$123.3M
Discretionary$120.8M
Non-Disc.$2.5M
Employees8
Clients0
DateApr 2024
Total AUM$123.3M
Discretionary$120.8M
Non-Disc.$2.5M
Employees8
Clients0
DateMar 2024
Total AUM$123.3M
Discretionary$120.8M
Non-Disc.$2.5M
Employees8
Clients0
DateDec 2023
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees4
Clients0