Summit Wealth Group, LLC
● SEC registered since 2021CRD 166118SEC# 801-122606Tulsa, OK
Reg. AUM
$182.5M
Employees
8
Accounts
824
Location
Tulsa, OK
Summit Wealth Group, LLC assets under management
Summit Wealth Group, LLC operates as an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2021. It reports $182.5 million in regulatory assets under management and employs 8 people.
Summit Wealth Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Spinardi Revocable Tre Dtd 08/02/01 Control | Owner | Over 75% | 2023 |
| Theodore Joseph Spinardi Control | Senior Managing Director And Chief Compliance Officer | Over 75% | 2010 |
| Andrea Lynne Spinardi Control | Trustee | 50-75% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Summit Wealth Group, LLC manage?
Summit Wealth Group, LLC reports $182.5 million in regulatory assets under management on its Form ADV.
How many employees does Summit Wealth Group, LLC have?
Summit Wealth Group, LLC reports 8 employees.
Where is Summit Wealth Group, LLC located?
Summit Wealth Group, LLC is based in Tulsa, OK and has been SEC-registered since 2021.
Does Summit Wealth Group, LLC disclose fund performance?
Summit Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9175 S Yale Avenue, Suite 100, Tulsa, OK 74137 |
| Phone | (888) 439-3041 |
| Fax | (707) 439-3503 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.5M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$182.5Mregulatory AUM
Discretionary $180.2MNon-discretionary $2.3M