RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Oklahoma
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 24, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SPINARDI REVOCABLE TRE DTD 08/02/01DEOWNERE Control
SPINARDI REVOCABLE TRE DTD 08/02/01DEOWNERE Control
SPINARDI REVOCABLE TRE DTD 08/02/01DEOWNERE Control
SPINARDI REVOCABLE TRE DTD 08/02/01DEOWNERE Control
SPINARDI REVOCABLE TRE DTD 08/02/01DEOWNERE Control
SPINARDI REVOCABLE TRE DTD 08/02/01DEOWNERE Control
SPINARDI REVOCABLE TRE DTD 08/02/01DEOWNERE Control
SPINARDI REVOCABLE TRE DTD 08/02/01DEOWNERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
SPINARDI, THEODORE, JOSEPHISENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SPINARDI, ANDREA, LYNNEISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, ANDREA, LYNNEISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, ANDREA, LYNNEISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, ANDREA, LYNNEISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, ANDREA, LYNNEISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, ANDREA, LYNNEISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, THEODORE, JOSEPHISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, THEODORE, JOSEPHISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, THEODORE, JOSEPHISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, THEODORE, JOSEPHISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, THEODORE, JOSEPHISPINARDI REVOCABLE TRE DTD 08/02/01D Control
SPINARDI, THEODORE, JOSEPHISPINARDI REVOCABLE TRE DTD 08/02/01D Control

Registrations

Federal

IA
Dec 24, 2025 REGISTERED

Notice Filings (7)

AZ CA CO FL NH OK TX

Address

9175 S YALE AVENUE
SUITE 100
TULSA, OK 74137
United States
Phone: (888) 439-3041