SUMMIT WEALTH MANAGEMENT GROUP, INC.

Overview

Summit Wealth Management Group, Inc. is an independent registered investment adviser that has been SEC-registered since 2017 and is owned by an individual. The firm serves both private clients and institutional relationships, focusing its advisory practice on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser or pension consultant, and does not operate as a capital allocator. Advisory work appears oriented toward discretionary investment management executed on behalf of private clients rather than operating separate managed-fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives