SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD #170029 SEC #801-110950 CAMARILLO, CA 805-384-1186
SEC Registered
Total AUM
$226M
Discretionary
$226M
Employees
2
Clients
251
Accounts
632
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $226M | $226M | $0 | 2 | 5 |
| Aug 2025 | $226M | $226M | $0 | 2 | 5 |
| Mar 2025 | $226M | $226M | $0 | 2 | 5 |
| Jul 2024 | $154.9M | $154.9M | $0 | 2 | 5 |
| May 2024 | $154.9M | $154.9M | $0 | 2 | 5 |
| Mar 2024 | $154.9M | $154.9M | $0 | 2 | 5 |
| Apr 2023 | $136.9M | $136.9M | $0 | 5 | 6 |
| Mar 2023 | $136.9M | $136.9M | $0 | 5 | 6 |
| Jan 2023 | $280.7M | $280.7M | $0 | 4 | 9 |
| Jan 2022 | $280.7M | $280.7M | $0 | 4 | 9 |
| Jul 2021 | $325.4M | $325.4M | $0 | 7 | 3 |
| Apr 2021 | $325.4M | $325.4M | $0 | 7 | 3 |
| Feb 2021 | $325.4M | $325.4M | $0 | 7 | 3 |
| Nov 2020 | $289.8M | $289.8M | $0 | 7 | 0 |
| Oct 2020 | $289.8M | $289.8M | $0 | 7 | 0 |
| Jun 2020 | $289.8M | $289.8M | $0 | 7 | 0 |
| Jan 2020 | $289.8M | $289.8M | $0 | 7 | 0 |
| May 2019 | $221.7M | $221.7M | $0 | 8 | 5 |
| Jan 2019 | $221.7M | $221.7M | $0 | 8 | 5 |
| Sep 2018 | $193.6M | $193.6M | $0 | 9 | 1 |
| Jul 2018 | $193.6M | $193.6M | $0 | 9 | 1 |
| Feb 2018 | $193.6M | $193.6M | $0 | 9 | 1 |
| Aug 2017 | $174.8M | $174.8M | $0 | 9 | 200 |
| Jul 2017 | $174.8M | $174.8M | $0 | 9 | 200 |
| Jun 2017 | $174.8M | $174.8M | $0 | 9 | 200 |
DateDec 2025
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees2
Clients5
DateAug 2025
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees2
Clients5
DateMar 2025
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees2
Clients5
DateJul 2024
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees2
Clients5
DateMay 2024
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees2
Clients5
DateMar 2024
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees2
Clients5
DateApr 2023
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees5
Clients6
DateMar 2023
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees5
Clients6
DateJan 2023
Total AUM$280.7M
Discretionary$280.7M
Non-Disc.$0
Employees4
Clients9
DateJan 2022
Total AUM$280.7M
Discretionary$280.7M
Non-Disc.$0
Employees4
Clients9
DateJul 2021
Total AUM$325.4M
Discretionary$325.4M
Non-Disc.$0
Employees7
Clients3
DateApr 2021
Total AUM$325.4M
Discretionary$325.4M
Non-Disc.$0
Employees7
Clients3
DateFeb 2021
Total AUM$325.4M
Discretionary$325.4M
Non-Disc.$0
Employees7
Clients3
DateNov 2020
Total AUM$289.8M
Discretionary$289.8M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$289.8M
Discretionary$289.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$289.8M
Discretionary$289.8M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$289.8M
Discretionary$289.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees8
Clients5
DateJan 2019
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees8
Clients5
DateSep 2018
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees9
Clients1
DateJul 2018
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees9
Clients1
DateFeb 2018
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees9
Clients1
DateAug 2017
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees9
Clients200
DateJul 2017
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees9
Clients200
DateJun 2017
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees9
Clients200