{
  "crd_number": 166118,
  "slug": "summit-wealth-group-llc-tulsa-ok-166118",
  "primary_business_name": "SUMMIT WEALTH GROUP, LLC",
  "legal_name": "SUMMIT WEALTH GROUP, LLC",
  "dbas": [
    "INTEGRATED WEALTH SOLUTIONS, LLC"
  ],
  "city": "Tulsa",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "46140",
  "metro": {
    "cbsa_code": "46140",
    "common_name": "Tulsa",
    "msa_name": "Tulsa, OK",
    "path": "/advisors/ok/tulsa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-11-04",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-08",
  "carried_forward": false,
  "raum_total": 182490922.0,
  "raum_discretionary": 180163472.0,
  "raum_non_discretionary": 2327450.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 53869361.0,
      "count": 226
    },
    "high_net_worth_individuals": {
      "raum": 128621561.0,
      "count": 56
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "NH",
    "OK",
    "TX"
  ],
  "websites": [
    "https://facebook.com/SummitWealthGroup",
    "https://facebook.com/swgtulsa",
    "https://instagram.com/swg_bayarea",
    "https://instagram.com/swg_tulsa",
    "https://integratedwealth.co",
    "https://linkedin.com/company/swg-bayarea",
    "https://linkedin.com/company/swg-tulsa",
    "https://twitter.com/swg_bayarea",
    "https://twitter.com/swg_tulsa"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166118",
  "city_as_filed": "TULSA",
  "url": "https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118",
  "display_name": "Summit Wealth Group, LLC",
  "summary": "Summit Wealth Group, LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.",
  "citation": "AdvisorCensus. Summit Wealth Group, LLC (CRD 166118): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Summit Wealth Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Summit Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Summit Wealth Group, LLC located?",
      "a": "Summit Wealth Group, LLC's principal office is in Tulsa, OK, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Summit Wealth Group, LLC registered with the SEC or a state?",
      "a": "Summit Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 166118."
    },
    {
      "q": "How much does Summit Wealth Group, LLC manage?",
      "a": "Summit Wealth Group, LLC reports $182,490,922 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (99% discretionary)."
    },
    {
      "q": "How have Summit Wealth Group, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Summit Wealth Group, LLC: Regulatory assets under management: $111,273,385 in the October 2022 data and $182,490,922 in the October 2026 data, up 64%. Total employees: 4 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Summit Wealth Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (226); high net worth individuals (56)."
    },
    {
      "q": "Which custodians does Summit Wealth Group, LLC use?",
      "a": "Summit Wealth Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Summit Wealth Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166118"
    },
    {
      "q": "Does Summit Wealth Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"The Adviser does not generally require an account minimum.\""
    },
    {
      "q": "What changed in Summit Wealth Group, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 111273385.0,
      "total_employees": 4,
      "filing_date": "2022-08-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 108331584.0,
      "total_employees": 4,
      "filing_date": "2023-09-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 123288666.0,
      "total_employees": 8,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 150041310.0,
      "total_employees": 8,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 182490922.0,
      "total_employees": 8,
      "filing_date": "2026-09-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Integrity Wealth Solutions.",
        "Added the business name Integrated Wealth Solutions, LLC.",
        "Regulatory assets under management went from $150,041,310 to $182,490,922 (+22%).",
        "No longer lists an office in Tulsa, OK."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added the business name Integrity Wealth Solutions.",
        "Added an office in McKinney, TX.",
        "Added an office in Tampa, FL.",
        "Added an office in Tulsa, OK.",
        "No longer lists an office in Broken Arrow, OK."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Adviser does not generally require an account minimum."
        ]
      }
    ],
    "quotes": [
      "The Adviser does not generally require an account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 226,
      "fewer_than_5": false,
      "raum": 53869361.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 56,
      "fewer_than_5": false,
      "raum": 128621561.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166118",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}