Integrated Wealth Solutions is a wholly owned subsidiary of Summit Wealth Group, LLC. Integrated Wealth Solutions, LLC is a Registered Investment Advisor ("RIA"), under the Securities Exchange Commission, (“SEC”). Integrated Wealth Solutions, LLC provides asset management and related services for clients nationally. Integrated Wealth Solutions, LLC will file and maintain all applicable licenses as required by the state securities boards and/or the SEC, as applicable. Integrated Wealth Solutions, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Summit Wealth Group, LLC provides prospective clients with a copy of our current Form ADV, Part 2A and relevant ADV Part 2B (s) prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can Contact Us to request a hardcopy.

If you have any questions regarding Compliance and Regulatory information, please Contact Us