# SUMMIT WEALTH GROUP, LLC

SUMMIT WEALTH GROUP, LLC of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 166118
- Type: SEC-registered investment adviser
- SEC file number: 801-122606
- Location: 9175 S YALE AVENUE, SUITE 100, TULSA, OK, 74137
- Phone: (888) 439-3041
- Latest filing: 2026-03-24
- Regulatory AUM: $182.5M
- Discretionary AUM: $180.2M
- Non-discretionary AUM: $2.3M
- Clients: 8
- Accounts: 824

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Theodore Joseph Spinardi | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Andrea Lynne Spinardi | TRUSTEE | — |
| SPINARDI THEODORE JOSEPH | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| SPINARDI ANDREA LYNNE | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166118/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166118/similar
- Related entities: https://search.stillhousedata.com/firm/166118/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166118

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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.