Summit Wealth Group, LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 166118
- Registered since
- November 4, 2021
- Website
- integratedwealth.co
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.48%
- Individuals29.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Summit Wealth Group, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm is owned by an individual and focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed fees. Summit reports an affiliation with accounting professionals and does not present itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities58%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents15%
- Other4%
- US Government Bonds1%
Contacts
3 of 3
Theodore Spinardi
Founder & Senior Managing DirectorCRD 2302532
Luke Spinardi
Private Client ManagerCRD 7367624
Mitchell Benefiel
Private Client AdvisorCRD 7453877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 9175 S Yale Ave
- Time zone
- CT (UTC-6)
- Office locations
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