CRD: 335242
Summit Wealth Group
$2.3B Total AUM
$2.3B Disc. AUM
-- 3Y CAGR
80 Employees
3,117 ADV. Clients
1 yrs Firm Age
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- Custodian
- Fidelity/NFS · Goldman Sachs · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 17
Office Locations
13710 Struthers Road, Suite 115 Colorado Springs CO
141 Union Blvd Suite 270 Lakewood CO
14500 N Northsight Blvd Suite 112 Scottsdale AZ
About Summit Wealth Group
Summit Wealth Group is a Colorado Springs-based RIA with 17 offices. The firm has been operating for 1 years. Managing $2.3B in total assets under management, with 29 advisory representatives. They custody assets with Fidelity/NFS and Goldman Sachs.
Team overview
45 AVG AGE
$79.5M AVG AUM / ADVISOR
$739.8K AVG AUM / CLIENT
1 yrs AVG TENURE
80 Employees
29 Advisory Reps
32 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
R
ROSS W HAYCOCK
VICE PRESIDENT
- CRD
- #4664670
- Ownership
- Less than 5%
Available
Available
Available
L
LACEY JORDAN
SENIOR FINANCIAL ADVISOR, VICE PRESIDENT
- CRD
- #4800294
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 8 owners & executives
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NATHAN MATTHEW ARCHULETA
Senior Financial Advisor, Vice President
- CRD
- #5066560
Available
Available
Available
A
Alisha Crystal Butterfield
Director of Branch Operations
- CRD
- #5897618
Available
Available
Available
Showing 2 of 37 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,306,090,776 | $267,156 |
| Non-Discretionary | $0 | -- |
| Total | $2,306,090,776 | $267,156 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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