This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$182MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$180M

Private client RAUM

$182MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$60.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

4

Offices

4Schedule D 1.F, beyond the principal office

Accounts

824

Individual clients

226

High net worth clients

56

Custody, client assets

$129M

SEC number

801-122606

CRD

166118

Filings on the tape

13

First filed

Oct 1, 2021

Latest filed

Sep 8, 2026

Organised

Limited Liability Company, OK

• Occurred

  Mar 24, 2023
  Control person joined

  Lynne Andrea Spinardi (Trustee) appeared on Schedule A of Summit Wealth Group, Llc

  Form ADVobserved 6 days ago
• Occurred

  Oct 1, 2021
  First Form ADV filing

  Summit Wealth Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5e4db625-5c81-d31b-4213-1ee46a5d1e8f

First observed

Oct 1, 2021

Last observed

Sep 8, 2026 13 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.