|
⚲
|
| Keyboard |
| Summit Wealth Management Group Inc
✚
|
|
|---|---|
| CRD # | 170029 |
| SEC # | 801-110950 |
| CIK # | 0001802865, 0002081278 |
| AUM | 249.5 M (2026-04-14) |
| Employees | 6 (33% Investors, 67% Brokers) |
| Phone | 805-384-1186 |
| Address | 400 Camarillo Ranch Road Camarillo, CA 93012 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.8 | ||
| Nvidia Corp | 4.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 47.5 |
| (b) Individuals (high net worth individuals) | 196 | 199.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.3 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 681 | 249.5 |
| By Discretionary | ||
| Discretionary | 681 | 249.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 681 | 249.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.5 | |
| Total | 681 | 249.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802865] | |
| 13F-HR | [0002081278] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 5 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LIG Capital Management LLC
✚
|
OK | 250.4 M |
|
Mokan Wealth Management Inc
✚
|
KS | 250.3 M |
|
Journey Beyond Wealth LLC
✚
|
GA | 250.3 M |
|
Altura Wealth Advisors Inc
✚
|
CA | 250.1 M |
|
Swiss USAdvisors Ltd
✚
|
250.0 M | |
|
Investology Inc
✚
|
VA | 250.0 M |
|
Oxenfree Capital LLC
✚
|
FL | 249.8 M |
|
Calabasas Advisory Group LLC
✚
|
CA | 249.5 M |
|
Northill AIMS LLC
✚
|
TX | 249.5 M |
|
Chancellor Financial Group LP
✚
|
PA | 249.3 M |