Summit Wealth Group LLC
● SEC registered since 2025CRD 335242SEC# 801-132262Colorado Springs, CO
Reg. AUM
$2.31B
Employees
80
Accounts
8,632
Location
Colorado Springs, CO
Summit Wealth Group LLC assets under management
Summit Wealth Group LLC operates as an SEC-registered investment adviser based in Colorado Springs, CO. The firm has been registered since 2025. It reports $2.3 billion in regulatory assets under management and employs 80 people.
Summit Wealth Group LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmelle Lynn Nemechek Control | Chief Operations Officer | Under 5% | 2025 |
| Charles Randal Morris Control | Chief Executive Officer | Under 5% | 2025 |
| Christopher Elden Wells Control | Vice President | Under 5% | 2025 |
| Kurt Wayne Whitesell Control | Vice President | Under 5% | 2025 |
| Lacey Jordan Control | Vice President, Senior Financial Advisor | Under 5% | 2025 |
| Robert S Marks Control | Senior Financial Advisor, Vice President | Under 5% | 2025 |
| Ross W Haycock Control | Vice President | Under 5% | 2025 |
| Scott Edward Wilkinson Control | Chief Compliance Officer | Under 5% | 2025 |
| Summit Wealth Group, Inc. Control | Owner | Over 75% | 2025 |
| Cwc Snowcap Investor, LLC | Owner | 25-50% | 2025 |
Frequently asked questions
How much does Summit Wealth Group LLC manage?
Summit Wealth Group LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Summit Wealth Group LLC have?
Summit Wealth Group LLC reports 80 employees.
Where is Summit Wealth Group LLC located?
Summit Wealth Group LLC is based in Colorado Springs, CO and has been SEC-registered since 2025.
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 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 |
| Phone | 7196334033 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.31B▲ 70%
Jul '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,306 advisers
EmployeesTop 8%
More than 92% of 16,824 advisers
Assets under management
$2.31Bregulatory AUM
Discretionary $2.31B