Summit Wealth Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Camarillo, CA. Its latest Form ADV filing, dated April 14, 2026, reports $250M in regulatory assets under management, 6 employees, and 681 accounts.
Assets Under Management
$250M
Employees
6
Offices
--
Total Clients
386
Primary office
CAMARILLO, CA
400 CAMARILLO RANCH ROAD, SUITE 202, CAMARILLO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.8% of total clients.
Top client categories% of clientsClients
1
HNWI
50.8%
196
2
Individuals
47.7%
184
3
Pension Plans
1.3%
5
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of April 14, 2026
Discretionary100.0%
$250M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$250M
Total Accounts681
10Y AUM Change+$75M (+42.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee64:1
10Y Employee Change-3 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.