Data / Investment advisers / Colorado / Summit Wealth Group
Summit Wealth Group, Colorado Springs, CO: $2.3 billion AUM, SEC registered investment adviser
Summit Wealth Group is an SEC registered investment adviser with its main office in Colorado Springs, Colorado and reports $2.3 billion in regulatory assets under management in its Form ADV filed October 14, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 335242
- SEC file number
- 801-132262
- SEC status
- Approved, effective March 27, 2025
- Legal name
- Summit Wealth Group LLC
- Main office
- 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
- Phone
- (719) 633-4033
- Regulatory AUM
- $2,306,090,776 in the Form ADV filed October 14, 2026
- Discretionary AUM
- $2,306,090,776
- Accounts
- 8,632
- Employees
- 80, of which 29 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 10
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 584 | $1.53 billion |
| Individuals (other than high net worth individuals) | 2,533 | $779.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.31 billion | March 31, 2026 |
| December 1, 2025 | $1.35 billion | August 4, 2025 |
Other advisers in Colorado Springs
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Corundum Group, Inc. | Colorado Springs | $1.69 billion | 16 | adviserinfo.sec.gov |
| Bruni J V & Co | Colorado Springs | $1.10 billion | Not listed | adviserinfo.sec.gov |
| First Affirmative Financial Network LLC | Colorado Springs | $905.2 million | Not listed | adviserinfo.sec.gov |
| Ramsay Stattman Vela & Price Inc | Colorado Springs | $778.5 million | Not listed | adviserinfo.sec.gov |
| Seamount Financial Group Inc | Colorado Springs | $745.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Colorado Springs, CO
- Investment advisers in Colorado
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Summit Wealth Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.