Summit Wealth Group, LLC

Who works here

• LS
  Luke Theodore Spinardi
• MB
  Mitchell Rhett Benefiel
• TS
  Theodore Joseph Spinardi

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Summit Wealth Group, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

166118