# Summit Wealth Strategies Group, LLC

> Summit Wealth Strategies Group, LLC is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 149913
- Filed as: SUMMIT WEALTH STRATEGIES GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149913
- AdvisorCensus page: https://advisorcensus.com/firm/summit-wealth-strategies-group-llc-149913

## Quick answers

**How is Summit Wealth Strategies Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Summit Wealth Strategies Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Summit Wealth Strategies Group, LLC registered with the SEC or a state?**
Summit Wealth Strategies Group, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149913.

**How much does Summit Wealth Strategies Group, LLC manage?**
Summit Wealth Strategies Group, LLC reports $60,416,736 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (80% discretionary).

**What types of clients does Summit Wealth Strategies Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (15); corporations or other businesses not listed above (3).

**Does Summit Wealth Strategies 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149913

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,416,736
- Discretionary: $48,413,046
- Non-discretionary: $12,003,690

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $20,630,191 |
| High net worth individuals | 15 | $27,782,855 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 3 | $12,003,690 |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Wealth Strategies Group, LLC (CRD 149913): Form ADV filing data as of October 2026.