COLORADO SPRINGS, COCRD 335242Latest ADV March 31, 2026
Summit Wealth Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 31, 2026, reports $2.3B in regulatory assets under management, 80 employees, 10 offices, and 8,632 accounts.
Assets Under Management
$2.3B
Employees
80
Offices
10 offices
Total Clients
3,117
Primary office
COLORADO SPRINGS, CO
13710 STRUTHERS ROAD, SUITE 115, COLORADO SPRINGS, CO, United States
Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
2,533
2
HNWI
18.7%
584
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 31, 2026
Discretionary100.0%
$2.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts8,632
10Y AUM Change+$2.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees80
Clients per Employee39:1
10Y Employee Change+11 (+15.9%)
* 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.