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| Summit Wealth Management Group Inc
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|
|---|---|
| CRD # | 170029 |
| SEC # | 801-110950 |
| CIK # | 0001802865, 0002081278 |
| AUM | $226.0 M (2025-03-12) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 805-384-1186 |
| Address | 400 Camarillo Ranch Road Camarillo, CA 93012 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 40.8 |
| (b) Individuals (high net worth individuals) | 190 | 183.2 |
| (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 | 0 | 1.6 |
| (h) Charitable organizations | 0 | 0.4 |
| (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 | 632 | 226.0 |
| By Discretionary | ||
| Discretionary | 632 | 226.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 632 | 226.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.0 | |
| Total | 632 | 226.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802865] | |
| 13F-HR | [0002081278] |
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|---|---|---|
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MA | 0.2 |
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Centric Advisors LLC
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Hoffman Alan Nathan
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0.2 | |
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WA | 0.2 |
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Kristen E Coombs LLC
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Journey Beyond Wealth LLC
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Woodside Wealth Management LLC
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Graham Capital Wealth Management LLC
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|
Bradley & Company Private Wealth Management LLC
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0.2 |