# Summit Wealth Management Group

Summit Wealth Management Group is a Bank / Wealth / Trust based in Akron, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Akron, United States
- **Region:** North America
- **Address:** Camarillo, CA, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** yoursummitwealth.com
- **LinkedIn:** https://www.linkedin.com/company/summit-wealth-management-group

## Regulatory record

- **CRD number:** 226722
- **SEC file number:** 801-110950
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-04T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226722

## About

Summit Wealth Management Group was founded in 1986 and is headquartered in Camarillo, California. The firm operates as a registered investment advisor, providing wealth management and financial planning services to high-net-worth individuals and families. Its four-decade tenure places it among the earlier generation of independent RIAs established before the massive breakaway-broker trend of the 2000s. The firm's strategy centers on integrated financial planning paired with discretionary investment management. Summit constructs client portfolios across traditional asset classes — equities, fixed income, and alternatives — with an emphasis on long-term capital preservation and income generation. Its geographic footprint is concentrated in Southern California, particularly Ventura County and the broader Greater Los Angeles area, where it serves a local client base of business owners and retired executives. Summit operates as a lean advisory practice typical of its cohort, with a team structure built around lead advisors and client-service staff rather than a large institutional platform. The firm does not publicly disclose its assets under management or total deployment figures. As a California-based RIA, Summit is subject to SEC or state-level registration depending on its regulatory AUM threshold, though its exact filing status has not been independently verified. Unlike multi-family offices or institutionally backed wealth managers, Summit's structural differentiator is its longevity as an independent, founder-era RIA in a market where consolidation has absorbed many similarly sized peers.

## Sectors

- Wealth Management

## Questions

### Does Summit disclose its assets under management?

No. Summit Wealth Management Group does not publicly report its assets under management. As a privately held independent RIA, the firm is not required to disclose AUM publicly unless it files a Form ADV that becomes accessible through the SEC's IAPD database, and no such figure has been published in primary sources.

### Where does Summit's client base originate?

The firm's client base is concentrated in Southern California, particularly Ventura County and the broader Los Angeles metro area. Its location in Camarillo positions it to serve local business owners, professionals, and retired executives who seek face-to-face advisory relationships.

## Related profiles

- [Summit Wealth Group](https://altss.com/profile/summit-wealth-group)
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Last updated: 2026-08-11T02:43:31.692Z

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