Summit Wealth Management Group, Inc.
Summit Wealth Management Group, Inc. is an SEC-registered mass-market adviser in Camarillo, CA with $249.5M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Summit Wealth Management Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170029, SEC 801-110950, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $249.5M (2026-04-14)
- Firm type
- Mass-Market Adviser
- Location
- Camarillo, CA
- Employees
- 6
- Clients
- 386
- CRD
- 170029
- Ownership
- ZINS, GERALD, JOSEPH; DOCKTER, DUSTIN, RYAN; GOODWIN, NICHOLAS, JOHN; ZINS, JERRY, JOSEPH; ZINS, CHRISTINA, Faye
How much AUM does Summit Wealth Management Group, Inc. have?
Summit Wealth Management Group, Inc. reported $249.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Summit Wealth Management Group, Inc.?
Disclosed owners and executives of Summit Wealth Management Group, Inc. include ZINS, GERALD, JOSEPH, DOCKTER, DUSTIN, RYAN, GOODWIN, NICHOLAS, JOHN, ZINS, JERRY, JOSEPH, ZINS, CHRISTINA, Faye. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.