Summit Wealth Management Group, Inc.
● SEC registered since 2017CRD 170029SEC# 801-110950Camarillo, CA
Reg. AUM
$249.5M
Employees
6
Accounts
681
Location
Camarillo, CA
Summit Wealth Management Group, Inc. assets under management
Summit Wealth Management Group, Inc. is an investment advisory firm registered with the SEC based in Camarillo, CA. The firm has been registered since 2017. It reports $249.5 million in regulatory assets under management and employs 6 people.
Summit Wealth Management Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Faye Zins Control | Vice President And Chief Compliance Officer | Over 75% | 2024 |
| Gerald Joseph Zins Control | President | 10-25% | 2014 |
Frequently asked questions
How much does Summit Wealth Management Group, Inc. manage?
Summit Wealth Management Group, Inc. reports $249.5 million in regulatory assets under management on its Form ADV.
How many employees does Summit Wealth Management Group, Inc. have?
Summit Wealth Management Group, Inc. reports 6 employees.
Where is Summit Wealth Management Group, Inc. located?
Summit Wealth Management Group, Inc. is based in Camarillo, CA and has been SEC-registered since 2017.
Does Summit Wealth Management Group, Inc. disclose fund performance?
Summit Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Camarillo Ranch Road, Suite 202, Camarillo, CA 93012 |
| Phone | 805-384-1186 |
| Fax | 805-384-1048 |
| Office hours | 8:30 a.m. - 5:00p.m. Monday - Thursday |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$249.5M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$249.5Mregulatory AUM
Discretionary $249.5M