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Chief Compliance Officer · Summit Wealth Group

Scott E. Wilkinson

CRD 4218765 · Named on Form ADV at one SEC-registered adviser

At a glance

Summit Wealth Group, an SEC-registered wealth manager based in Colorado Springs, CO with $2.3 billion in regulatory assets, lists Scott E. Wilkinson on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Summit Wealth GroupChief Compliance OfficerWealth manager · Colorado Springs, CO · $2.3B in regulatory assets

AtlasMembers

Scott’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Scott on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.