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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ZINS, CHRISTINA, Faye | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ZINS, CHRISTINA, Faye | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ZINS, CHRISTINA, Faye | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ZINS, GERALD, JOSEPH | I | SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ZINS, JERRY, JOSEPH | I | SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ZINS, CHRISTINA, Faye | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, CHRISTINA, Faye | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, CHRISTINA, Faye | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, CHRISTINA, Faye | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ZINS, CHRISTINA, Faye | I | VICE PRESIDENT | C | Control |
| ZINS, CHRISTINA, Faye | I | VICE PRESIDENT | C | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT | C | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT | C | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT | C | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT | C | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| DOCKTER, DUSTIN, RYAN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| GOODWIN, NICHOLAS, JOHN | I | WEALTH ADVISOR | B | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT | B | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT | B | Control |
| ZINS, GERALD, JOSEPH | I | PRESIDENT | B | Control |
Registrations
Federal
IA
Dec 23, 2025 REGISTERED
Notice Filings (8)
AZ CA FL ID NV OR TX WA
Address
400 CAMARILLO RANCH ROADSUITE 202
CAMARILLO, CA 93012
United States
Phone: 805-384-1186