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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Wealth Group LLC
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| CRD # | 335242 |
| SEC # | 801-132262 |
| CIK # | 0001802865, 0002081278 |
| AUM | $1.4 B (2025-07-21) |
| Employees | 68 (40% Investors, 21% Brokers) |
| Phone | 719-633-4033 |
| Address | 13710 Struthers Road, Suite 115 Colorado Springs, CO 80921 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,185 | 591.9 |
| (b) Individuals (high net worth individuals) | 359 | 761.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,911 | 1,353.8 |
| By Discretionary | ||
| Discretionary | 4,911 | 1,353.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,911 | 1,353.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,353.8 | |
| Total | 4,911 | 1,353.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802865] | |
| 13F-HR | [0002081278] |
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