Charles Randal Morris
Chief Executive OfficerSummit Wealth Group LLCCRD 1096446
About Charles Randal Morris
Charles Randal Morris is listed as Chief Executive Officer at Summit Wealth Group LLC in Colorado Springs, CO. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Summit Wealth Group LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Charles Randal Morris work?
Charles Randal Morris is listed as Chief Executive Officer at Summit Wealth Group LLC on SEC Form ADV.
How much of Summit Wealth Group LLC does Charles Randal Morris own?
Form ADV reports a beneficial ownership band of Under 5%.
Summit Wealth Group LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |