SUMMIT WEALTH MANAGEMENT GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$249,527,694
Discretionary
$249,527,694
Non-discretionary
$0
Firm details
- CRD number
- 170029
- SEC file number
- 801-110950
- Main office
- CAMARILLO, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.