firm profile
Summit Wealth Group
Overview
Summit Wealth Group is an SEC registered investment adviser based in Colorado Springs, CO, registered since 2025. It reports $2.3B in assets under management across 8,632 accounts, with 80 employees. It has 35 investment adviser representatives.
- Reported AUM
- $2.3B
- Discretionary
- 100%
- Accounts
- 8,632
- Average account
- $267K
- Employees
- 80
- Advisory reps
- 35
- Registered since
- 2025
- Jurisdictions
- 41
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 8
- Charles Randal Morris Chief Executive Officer CRD 1096446
- Carmelle Lynn Nemechek Chief Operating Officer CRD 1966530
- Scott Edward Wilkinson Chief Compliance Officer CRD 4218765
5 more executive officers, with direct contact details
Advisory reps 3 of 35
- Nathan Matthew Archuleta Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5066560
- Alisha Crystal Butterfield Investment Adviser Rep CRD 5897618
- James Euart Cochran Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5627737
32 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 13710 Struthers Rd Ste 115
Colorado Springs, CO 80921 - County
- El Paso
- Metro area
- Colorado Springs, CO
- Region
- West
Registrations
- SEC registered
- Registered in 41 jurisdictions
- Website: premierprivatewealth.financial
Every state, with registration dates
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