| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Faye Zins Control | Vice President And Chief Compliance Officer | Over 75% | 2024 |
| Gerald Joseph Zins Control | President | 10-25% | 2014 |
Summit Wealth Management Group, Inc. reports $226 million in regulatory assets under management on its Form ADV.
Summit Wealth Management Group, Inc. reports 2 employees.
Summit Wealth Management Group, Inc. is based in Camarillo, CA and has been SEC-registered since 2017.
Summit Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 400 Camarillo Ranch Road, Suite 202, Camarillo, CA 93012 |
| Phone | 805-384-1186 |
| Fax | 805-384-1048 |
| Office hours | 8:30 a.m. - 5:00p.m. Monday - Thursday |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $226M |
| Non-discretionary | $0 |
| Total (RAUM) | $226M |