What departments does Summit Wealth Group have?

Summit Wealth Group has employees across 8 departments including Finance, Marketing, Business Development, Operations, Healthcare Services.

What is the largest department at Summit Wealth Group?

The largest department at Summit Wealth Group is Finance with 20 employees.

Where are Summit Wealth Group employees located globally?

Summit Wealth Group has employees across 3 continents and 3 countries including Botswana, United States Of America, Australia.

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

Summit Wealth Group's team has grown from approximately 63 to 66 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
117

United States Of America
117

Africa
1

Botswana
1

Oceania
1

Australia
1

Summit Wealth Group's Leadership

R. M. C.
Ceo, President
Mobile Phone
Email
C. G.
Chief Investment Officer
Mobile Phone
Email
S. W.
Chief Compliance Officer
Mobile Phone
Email
S. O.
Head Of Advisor Success
Mobile Phone
Email
J. W.
Owner
Mobile Phone
Email
T. H.
Partner
Mobile Phone
Email
A. H.
Partner; Advisor
Mobile Phone
Email
T. L.
Private Wealth Advisor & Chief Executive Officer
Mobile Phone
Email

Summit Wealth Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Sales
Community & Social Services
Other
Human Resources

Contact profiles from Summit Wealth Group

Name

Title

Contact Info

Location

Last Update

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
M. H. C.
Marketing
Mobile Phone
Email
United StatesUtah
Jul 30, 2024
M. E.
Service Advisor
Mobile Phone
Email
Oct 22, 2024
N. A.
Client Service Associate
Mobile Phone
Email
AustraliaVictoria
Feb 26, 2024
P. F.
Team Support Administrator
Mobile Phone
Email
Oct 22, 2024
R. W.
Financial Assistant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Summit Wealth Group known for?

Summit Wealth Group was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 13710 Struthers Road Suite 115 Colorado Springs, Colorado 80921 United States; you can contact the 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 . 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 73 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaOceania.

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

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

Ceo, President: R. M. C.
Chief Investment Officer: C. G.
Chief Compliance Officer: S. W.
Head Of Advisor Success: S. O.
Owner: J. W.

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Summit Wealth Group Employee Directory

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