Summit Wealth Group, LLC

Summit Wealth Group, LLC (CRD# 166118) is a financial advisory firm headquartered in Tulsa, OK. They manage $123,288,666 in 602 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
9175 S Yale Avenue, Suite 100, Tulsa, OK 74137
https://www.linkedin.com/company/swg-bayarea
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    602
    ACCOUNTS
  • Average Account Value
    $204,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, OK, TX

Financial Advisors at Summit Wealth Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Theodore Spinardi, financial advisor Tulsa OK
Theodore J. Spinardi
CRD#: 2302532
9175 S Yale Avenue, Suite 100, Tulsa, OK 74137

Theodore Spinardi (CRD# 2302532) is an Investment Advisor Representative working at Summit Wealth Group, LLC in Tulsa, OK and has over 31 years of experience in the finance industry.

2
Luke Spinardi, financial advisor Tulsa OK
Luke T. Spinardi
CRD#: 7367624
9175 S Yale Avenue, Suite 100, Tulsa, OK 74137

Luke Spinardi (CRD# 7367624) is an Investment Advisor Representative working at Summit Wealth Group, LLC in Tulsa, OK and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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