Summit Wealth Group

Firm record

As recorded in SEC IAPD

Firm CRD

335242

SEC number

801-132262

Firm type

RIA

Assets under management

$2.3B as of Mar 31, 2026

Website

www.summitwealthgroup.com ↗

Phone

7196334033

Address

13710 Struthers Road, Suite 115, Colorado Springs, CO, 80921

Advisors at this firm

36 in our index · page 1 of 1

• Nathan Matthew ArchuletaCRD 5066560 · Colorado Springs, CO
  IA RegisteredBroker
• Alisha Crystal ButterfieldCRD 5897618 · Rapid City, SD
  IA RegisteredRegistration inactive
• James Euart CochranCRD 5627737 · Memphis, TN
  IA RegisteredBroker
• Michael Ray ComstockCRD 2430284 · Franklin, TN
  IA RegisteredRegistration inactive
• Daniel Earl CookCRD 2202360 · Greenwood Village, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Stephen Stewart CrawfordCRD 7370033 · Meridian, MS
  IA RegisteredBroker
• Dakota Benjamin DayCRD 6943075 · Colorado Springs, CO
  IA RegisteredRegistration inactive
• Marilyn J EisenhauerCRD 5416350 · Colorado Springs, CO
  IA RegisteredBroker
• Chase R EricksonCRD 7927432 · Colorado Springs, CO
  IA Registered
• Chelsea Rae GaneyCRD 5631472 · Estero, FL
  IA RegisteredRegistration inactive
• Liliya GubceacCRD 5266977 · Iva, SC
  IA RegisteredRegistration inactive
• Ross W HaycockCRD 4664670 · Colorado Springs, CO
  IA RegisteredBroker
• Stefan John Clement HackethalCRD 7397218 · Lakewood, CO
  IA RegisteredRegistration inactive
• Gary Wayne JamesCRD 4164279 · Meridian, MS
  IA RegisteredRegistration inactive
• Joshua Jay JereleCRD 5697501 · Lakewood, CO
  IA RegisteredBroker
• Lacey JordanCRD 4800294 · Colorado Springs, CO
  IA RegisteredBroker
• Robert S MarksCRD 5789754 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Charles Randal MorrisCRD 1096446 · Scottsdale, AZ
  IA RegisteredBroker
• Lacey Anne MorrisonCRD 6469908 · Meridian, MS
  IA RegisteredRegistration inactive
• David S NewbyCRD 5356241 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• David Royal NolandCRD 5941281 · Franklin, TN
  IA RegisteredBroker
• Seamus Thomas ObrienCRD 4125067 · Havertown, PA
  IA RegisteredRegistration inactive
• Joshua Adam OllerCRD 7150658 · Ridgeland, MS
  IA RegisteredBroker
• Starr Amanda PaulsonCRD 6114235 · Greenwood Village, CO
  IA RegisteredRegistration inactive
• Andrew Charles QuintoisCRD 6743940 · Pottstown, PA
  IA RegisteredRegistration inactive
• Jason Johan RunungCRD 5195592 · Greenwood Village, CO
  IA RegisteredBroker
• Robert Michael SheltonCRD 7241526 · Memphis, TN
  IA RegisteredBroker
• Tracy Dena ThornlowCRD 3105146 · Colorado Springs, CO
  IA RegisteredBroker
• Mitchel TenbargeCRD 6912655 · Greenwood Village, CO
  IA RegisteredRegistration inactive
• Gabriel Paul TurnerCRD 7815380 · Colorado Springs, CO
  IA RegisteredRegistration inactive
• Christopher Elden WellsCRD 4202899 · Ridgeland, MS
  IA RegisteredRegistration inactive
• Kurt Wayne WhitesellCRD 1675434 · Rapid City, SD
  IA RegisteredBroker
• Scott Edward WilkinsonCRD 4218765 · Nobleboro, ME
  IA RegisteredBroker
• Joshua Paul WillinkCRD 6081980 · Holland, MI
  IA RegisteredRegistration inactive
• Christian Kurt WhitesellCRD 7831118 · Rapid City, SD
  IA RegisteredRegistration inactive
• Matthew Francis ZaczykCRD 8281638 · Franklin, TN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.