# SUMMIT WEALTH STRATEGIES GROUP, LLC

SUMMIT WEALTH STRATEGIES GROUP, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 149913
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149913/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149913/similar
- Related entities: https://search.stillhousedata.com/firm/149913/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149913

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.