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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 4, 2025
- Branch Offices
- 9
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOK, DANIEL, EARL | I | PRESIDENT | NA | Control |
| COOK, DANIEL, EARL | I | PRESIDENT | NA | Control |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEROUX, CHRISTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RUNUNG, JASON, JOHAN | I | VICE PRESIDENT | NA | Control |
| RUNUNG, JASON, JOHAN | I | VICE PRESIDENT | NA | Control |
| SUMMIT WEALTH GROUP, INC. | DE | OWNER | E | Control |
| SUMMIT WEALTH GROUP, INC. | DE | OWNER | E | Control |
| COOK, DANIEL, EARL | I | PRESIDENT | C | Control |
| COOK, DANIEL, EARL | I | PRESIDENT | C | Control |
| COOK, DANIEL, EARL | I | PRESIDENT | C | Control |
| RUNUNG, JASON, JOHAN | I | VICE PRESIDENT | C | Control |
| RUNUNG, JASON, JOHAN | I | VICE PRESIDENT | C | Control |
| RUNUNG, JASON, JOHAN | I | VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Aug 4, 2025 REGISTERED
Notice Filings (6)
AZ CO MS SC SD TN
Address
13710 STRUTHERS ROAD, SUITE 115COLORADO SPRINGS, CO 80921
United States
Phone: 7196334033