Summit Wealth Group, LLC is a Registered Investment Advisor ("RIA"), under the Securities Exchange Commission, (“SEC”) with office locations in Oklahoma, California and Texas. Summit Wealth Group provides asset management and related services for clients nationally. Summit Wealth Group will file and maintain all applicable licenses as required by the state securities boards and/or the SEC, as applicable. Summit Wealth Management renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Summit Wealth Group, LLC provides prospective clients with a copy of our current Form ADV, Part 2A and relevant ADV Part 2B (s) prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can view our current Form ADVs and Client Relationship Summary on our web site. In addition, you can Contact Us to request a hardcopy.
If you have any questions regarding Compliance and Regulatory information, please Contact Us.