SUMMIT WEALTH GROUP, LLC

9175 S Yale Avenue
Suite 100
Tulsa, Oklahoma 74137
Tel: 918-930-9300

About SUMMIT WEALTH GROUP, LLC

SUMMIT WEALTH GROUP, LLC, formally registered with the SEC as SUMMIT WEALTH GROUP, LLC. The firm was established in 11/04/2021. They have over 3 offices throughout the country.

SUMMIT WEALTH GROUP, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $123,288,666 assets under management, offering retirement planning & investment advisory services to 602 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166118
SEC#	801-122606
Assets Managed by Firm	$123,288,666
No. of Clients	602
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	602	$123,288,666
Individuals (other than high net worth individuals)	180	$49,656,653
High net worth individuals	37	$73,632,013

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