What departments does Summit Wealth Group have?

Summit Wealth Group has employees across 12 departments including Engineering, Business Development, Operations, Customer Success, Banking.

What is the largest department at Summit Wealth Group?

The largest department at Summit Wealth Group is Finance with 10 employees.

Where are Summit Wealth Group employees located globally?

Summit Wealth Group has employees across 2 continents and 2 countries including Botswana, United States Of America.

How has Summit Wealth Group's team size changed over time?

Summit Wealth Group's team has grown from approximately 63 to 71 employees based on available data.

Summit Wealth Group Employee Directory

Financial ServicesColorado, United States51-200 Employees

Summit Wealth Group is an independent wealth management firm that helps individuals and families pursue both their financial and personal potential through tailored planning. It focuses on turning clients' hopes and aspirations into concrete strategies and outcomes. As a federally registered investment adviser under the Investment Advisers Act of 1940, its communications are intended to inform clients about whether to hire or retain an adviser and do not constitute solicitation for specific securities or personalized tax or legal advice.

Based in Colorado Springs, Colorado, Summit Wealth Group operates in the financial services industry and serves individuals and families seeking comprehensive planning. Recent developments include expanding its presence in Tennessee through office growth and a merger with Premier Private Wealth, along with launching an RIA model powered by SEI.

Summit Wealth Group Global Highlights

North America
122

United States Of America
122

Africa
1

Botswana
1

Summit Wealth Group's Leadership

A. B.
Chief Geomatic Engineer
Mobile Phone
Email
J. H.
Director Business Development
Mobile Phone
Email
J. N.
Operations Manager
Mobile Phone
Email
A. R.
Client Services Manager
Mobile Phone
Email
T. H.
Principal
Mobile Phone
Email
D. L.
Financial Advisor
Mobile Phone
Email
S. H.
Financial Advisor
Mobile Phone
Email
D. C.
Registered Financial Assistant
Mobile Phone
Email

Summit Wealth Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Sales
Community & Social Services
Other
Human Resources
Legal

Contact profiles from Summit Wealth Group

Name

Title

Contact

Location

Last Update

B. W.
Financial Assistant
Mobile Phone
Email
Oct 22, 2024
B. S.
Financial Assistant
Mobile Phone
Email
Oct 21, 2024
C. M.
Insurance Agent Life Health And Accident
Mobile Phone
Email
Oct 22, 2024
D. D.
Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
D. G.
Registered Financial Assistant
Mobile Phone
Email
Oct 22, 2024
D. G.
Insurance Agent
Mobile Phone
Email
Oct 23, 2024
D. U.
Financial Assistant
Mobile Phone
Email
Oct 22, 2024
K. H.
Hr Compliance Regulatory
Mobile Phone
Email
Oct 23, 2024
K. F.
Advisor Development And Recruiting
Mobile Phone
Email
Oct 17, 2024
L. M.
Financial Assistant
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Summit Wealth Group known for?

Summit Wealth Group was founded in 2002 and operates in the Financial Services industry. You can contact Summit Wealth Group's main corporate office by phone at

+1-719-633-****

. Explore Summit Wealth Group's company overview page for more information.

What is Summit Wealth Group's most common email format?

Summit Wealth Group employees' email format typically follows the pattern of FLast@summitwealthgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Summit Wealth Group email formats with LeadIQ.

How many employees does Summit Wealth Group have currently?

Summit Wealth Group has approximately 71 employees as of August 2026. These team members are located across 2 continents, including North America and Africa.

Who are Summit Wealth Group's key employees and leadership?

As of August 2026, Summit Wealth Group's key employees include:

Chief Geomatic Engineer: A. B.
Director Business Development: J. H.
Operations Manager: J. N.
Client Services Manager: A. R.
Principal: T. H.

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Summit Wealth Group Employee Directory

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