Summit Wealth Group

Overview

Summit Wealth Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients and bills on a percentage-of-AUM and fixed-fee basis. In addition to its advisory practice, Summit operates as a registered representative of a broker-dealer and as an insurance broker, and it offers financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting support, and manager selection services. The firm acts as a capital allocator, using external fund managers to access non-public strategies, and identifies itself as an active ESG investor. That combination—fee-based advisory services, broker/insurance activity, and a third-party manager allocation role—positions Summit to blend model-driven public market exposure with private-market and insurance-based solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices