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SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD 170029 · SEC 801-110950
400 CAMARILLO RANCH ROAD, SUITE 202, CAMARILLO, CA, 93012, United States
Phone
805-384-1186
Fax
805-384-1048
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$249.5M
Discretionary AUM
$249.5M
Team
6 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 184 | $47.5M |
| High net worth individuals | 196 | $199.2M |
| Pension/profit sharing plans | 5 | $2.3M |
| Charitable organizations | 1 | $467K |
States served
AZ, CA, ID, NV, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD