Summit Wealth Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 24, 2026, reports $182M in regulatory assets under management, 8 employees, 4 offices, and 824 accounts.
Assets Under Management
$182M
Employees
8
Offices
4 offices
Total Clients
282
Primary office
TULSA, OK
9175 S YALE AVENUE, SUITE 100, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.1% of total clients.
Top client categories% of clientsClients
1
Individuals
80.1%
226
2
HNWI
19.9%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$182Mas of March 24, 2026
Discretionary98.7%
$180M
99% of total RAUM98.7%
Non-discretionary1.3%
$2M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$182M
Total Accounts824
10Y AUM Change+$74M (+68.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee35:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.