Summit Wealth Group
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 335242
- Registered since
- March 27, 2025
- Website
- www.summitwealthgroup.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.19%
- Individuals33.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Summit Wealth Group is an independent registered investment adviser organized as an LLC that positions itself as a hybrid wealth manager and capital allocator for individuals and families. The firm is SEC registered (registration year 2025) and combines fee-for-service advisory work (percentage of AUM and fixed fees) with broker-dealer registered‑rep activities and insurance brokerage. Advisory offerings listed include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Summit also flags active ESG investing as part of its approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities24%
- Other6%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 266Active vs passive
$1.3B in ETFs
31%
$407M
47%
$927M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SEI QIM US LARGE CAP MOMENTUM ACTIVE ETF (SEIM) | Active | Large Growth | $169M | 3,150,836 | 12.71% |
Location
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 13710 Struthers Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Corundum Group, Inc.
RIAColorado Springs, CO
Bruni J V & Co
RIAColorado Springs, CO
First Affirmative Financial Network LLC
RIAColorado Springs, CO
Ramsay Stattman Vela & Price Inc
RIAColorado Springs, CO
Seamount Financial Group Inc
RIAColorado Springs, CO
Altus Wealth Group, LLC
RIAColorado Springs, CO