Key facts
- Notable investors include Constellation Wealth Capital.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Summit Wealth Group
- ·The full record, as it builds
Funding rounds
No funding rounds for Summit Wealth Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Summit Wealth Group
Provider of wealth management services. The company offers independent and customized financial services such as retirement planning, business advisory, investment and risk management, cash flow analysis and lifestyle coaching, as well as college and estate planning to clients, enabling them to navigate the path to a better, more secure future.
- Sector
- Financial Services
- HQ
- Colorado Springs, CO, United States
- Founded
- 2002
- Employees
- 61
- Website
- summitwealthgroup.com/
- Ownership
- Privately Held (backing)
Summit Wealth Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Summit Wealth Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Summit Wealth Group in its N-PORT filings yet. We sweep new filings monthly.