SUMMIT WEALTH GROUP LLC
Legal name: SUMMIT WEALTH GROUP
CRD #335242 SEC #801-132262 COLORADO SPRINGS, CO 7196334033
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
68
Clients
0
Accounts
4,911
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.4B | $1.4B | $0 | 68 | 0 |
| Jul 2025 | $1.4B | $1.4B | $0 | 68 | 0 |
DateAug 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees68
Clients0
DateJul 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees68
Clients0