SUMMIT WEALTH STRATEGIES GROUP, LLC

SUMMIT WEALTH STRATEGIES GROUP, LLC is an SEC-registered investment adviser (CRD 149913). Regulatory assets under management: $60.4M.

Registration

• CRD: 149913
• Type: Registered investment adviser
• Phone: (810) 623-4390
• Latest filing: 2026-01-29
• Regulatory AUM: $60.4M
• Discretionary AUM: $48.4M
• Non-discretionary AUM: $12.0M
• Clients: 1
• Accounts: 145

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149913 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search