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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2013
- Office Locations
- 1
Office Locations
About Summit Wealth Group, LLC
Summit Wealth Group, LLC is a Tulsa-based RIA providing integrated wealth management and financial planning for individuals and families, with an emphasis on money-management education, retirement transitions, and preparing for major life events such as inheritances or business/real-estate sales. The team delivers ongoing portfolio construction and investment management, including ETF and mutual-fund implementation, and supports charitable and legacy goals. Custody through Charles Schwab.
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Owner & Executives
THEODORE JOSEPH SPINARDI II
Chief Compliance Officer, Senior Managing Director
- CRD
- #2302532
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MITCHELL Rhett BENEFIEL
--
- CRD
- #7453877
Luke Theodore Spinardi
Advisor
- CRD
- #7367624
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,163,472 | $219,177 |
| Non-Discretionary | $2,327,450 | $1,163,725 |
| Total | $182,490,922 | $221,470 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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