SUMMIT WEALTH GROUP, LLC

TULSA, Oklahoma·2 registered advisors·CRD# 166118
SEC# 801-1226062918-930-9300
01

Firm Overview

AUM
$123M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT WEALTH GROUP, LLC

2 registered advisors
Andrea Lynne Spinardi
TULSA, Oklahoma
Theodore Joseph Spinardi
TULSA, Oklahoma
05

Office Locations

TULSA, Oklahoma
2 advisors

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Data sourced from SEC Form ADV filings. SUMMIT WEALTH GROUP, LLC (CRD# 166118) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.