RIA Intel›Advisers›California›SUMMIT WEALTH MANAGEMENT GROUP, INC.

SUMMIT WEALTH MANAGEMENT GROUP, INC.

Advisory

N·CAMARILLO, CA

Data as of Apr 14, 2026 · Source: SEC Form ADV

Total AUM
$250M
1-Year AUM Growth
+13.1%
3-Year CAGR
-21.8%
Employees
2
Assets Under Management
Total AUM$250M
Discretionary AUM$250M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients366
Team
Total Employees2
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingJun 30, 2017
Latest FilingApr 14, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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