SUMMIT WEALTH GROUP LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 335242). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |