RIA Intel›Advisers›Michigan›SUMMIT WEALTH STRATEGIES GROUP, LLC

SUMMIT WEALTH STRATEGIES GROUP, LLC

Advisory

MI

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in MI
#480
of 521 advisers by AUM
Average account
$417K
across 145 accounts
AUM per adviser
$60M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM
$60M
Discretionary %
80.1%
Clients
54
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$60M
Discretionary AUM$48M
Non-Discretionary AUM$12M
Discretionary %80.1%
Total Clients54
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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LEGACY INVESTMENT ADVISORS LLC
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RICHMARK PRIVATE WEALTH MANAGEMENT, LLC
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LIFEGOALS FINANCIAL GROUP, INC.
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$59M

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