| Name | Title | Ownership | Since |
|---|---|---|---|
| Spinardi Revocable Tre Dtd 08/02/01 Control | Owner | Over 75% | 2023 |
| Theodore Joseph Spinardi Control | Senior Managing Director And Chief Compliance Officer | Over 75% | 2010 |
| Andrea Lynne Spinardi Control | Trustee | 50-75% | 2001 |
Summit Wealth Group, LLC reports $150 million in regulatory assets under management on its Form ADV.
Summit Wealth Group, LLC reports 8 employees.
Summit Wealth Group, LLC is based in Tulsa, OK and has been SEC-registered since 2021.
Summit Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9175 S Yale Avenue, Suite 100, Tulsa, OK 74137 |
| Phone | (888) 439-3041 |
| Fax | (707) 439-3503 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $148M |
| Non-discretionary | $2M |
| Total (RAUM) | $150M |