| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Marie Heroux | Chief Compliance Officer | Under 5% | 2025 |
| Daniel Earl Cook Control | President | Under 5% | 2025 |
| Jason Johan Runung Control | Vice President | Under 5% | 2025 |
Summit Wealth Group LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Summit Wealth Group LLC reports 68 employees.
Summit Wealth Group LLC is based in Colorado Springs, CO and has been SEC-registered since 2025.
Summit Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 |
| Phone | 7196334033 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.35B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.35B |