# SUMMIT WEALTH GROUP LLC

SUMMIT WEALTH GROUP LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 335242
- Type: SEC-registered investment adviser
- SEC file number: 801-132262
- Location: 13710 STRUTHERS ROAD, SUITE 115, COLORADO SPRINGS, CO, 80921
- Phone: 7196334033
- Latest filing: 2026-07-14
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.3B
- Clients: 80
- Accounts: 8,632

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Scott Edward Wilkinson | CHIEF COMPLIANCE OFFICER | — |
| Carmelle Lynn Nemechek | CHIEF OPERATIONS OFFICER | — |
| Christopher Elden Wells | VICE PRESIDENT | — |
| Charles Randal Morris | CHIEF EXECUTIVE OFFICER | — |
| Ross W Haycock | VICE PRESIDENT | — |
| Robert S Marks | SENIOR FINANCIAL ADVISOR, VICE PRESIDENT | LOS ANGELES, CA |
| Kurt Wayne Whitesell | VICE PRESIDENT | — |
| Lacey Jordan | VICE PRESIDENT, SENIOR FINANCIAL ADVISOR | — |
| Christine Marie Heroux | CHIEF COMPLIANCE OFFICER | — |
| Daniel Earl Cook | PRESIDENT | — |
| Jason Johan Runung | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335242/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335242/similar
- Related entities: https://search.stillhousedata.com/firm/335242/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335242

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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.