SUMMIT WEALTH GROUP, LLC of TULSA, OK is an SEC-registered investment adviser (CRD 166118). Regulatory assets under management: $182.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |