# Summit Wealth Group, LLC

> 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.

- CRD: 166118
- Filed as: SUMMIT WEALTH GROUP, LLC
- Also doing business as: INTEGRATED WEALTH SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166118
- AdvisorCensus page: https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118

## Quick answers

**How is Summit Wealth Group, LLC compensated?**
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).

**How much does Summit Wealth Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $300 an hour (Follow-up implementation work). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Summit Wealth Group, LLC located?**
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).

**Is Summit Wealth Group, LLC registered with the SEC or a state?**
Summit Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 166118.

**How much does Summit Wealth Group, LLC manage?**
Summit Wealth Group, LLC reports $182,490,922 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (99% discretionary).

**How have Summit Wealth Group, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Summit Wealth Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (226); high net worth individuals (56).

**Which custodians does Summit Wealth Group, LLC use?**
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.

**Does Summit Wealth Group, LLC report any disciplinary disclosures?**
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

**Does Summit Wealth Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "The Adviser does not generally require an account minimum."

**What changed in Summit Wealth Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> The Adviser does not generally require an account minimum.

- Hourly rate: $300 an hour (Follow-up implementation work)

> Follow-up implementation work is billed separately at the rate of $300 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $182,490,922
- Discretionary: $180,163,472
- Non-discretionary: $2,327,450

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 226 | $53,869,361 |
| High net worth individuals | 56 | $128,621,561 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NH, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fairfield, CA
- McKinney, TX
- Tampa, FL
- Tulsa, OK

### Websites listed on Form ADV (Item 1.I)
- integratedwealth.co
- Facebook @SummitWealthGroup
- Facebook @swgtulsa
- Instagram @swg_bayarea
- Instagram @swg_tulsa
- LinkedIn @swg-bayarea
- LinkedIn @swg-tulsa
- X @swg_bayarea
- X @swg_tulsa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $111,273,385 | 4 | August 9, 2022 |
| October 2023 | $108,331,584 | 4 | September 18, 2023 |
| October 2024 | $123,288,666 | 8 | May 1, 2024 |
| October 2025 | $150,041,310 | 8 | March 7, 2025 |
| October 2026 | $182,490,922 | 8 | September 8, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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.

### January 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Wealth Group, LLC (CRD 166118): Form ADV filing data as of October 2026.