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SUMMIT WEALTH MANAGEMENT GROUP, INC.

CAMARILLO, CA · CRD 170029 · IAPD ↗ · 805-384-1186

$249.5MRegulatory AUM
2Advisory reps
6Employees
5Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
May 2026 — SUMMIT WEALTH MANAGEMENT GROUP, INC. now reports custody of client assets ($14.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
64
April 2025 — SUMMIT WEALTH MANAGEMENT GROUP, INC. reported RAUM up 46% ($154.9M -> $226.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — SUMMIT WEALTH MANAGEMENT GROUP, INC. reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.