Insights

Boutique scale Small firm with 2-10 employees presents a potential upsell for enterprise-grade advisory platforms, back-office tooling, and scalable investment research that can be customized for a tight-knit advisory team.

Registered support Affiliation as a registered investment advisor and LPL-financial advisory model indicates potential cross-sell of independent custodian services, compliance automation, and integrated CRM with risk and portfolio analytics.

Revenue signal Annual revenue in the mid seven figures suggests opportunity for cost-efficient technology upgrades, practice management software, and client onboarding workflows to improve margins and capacity.

Tech stack gaps Current tech references (DNS, analytics, forms, SEO, tag management) imply reliance on basic digital presence; a tailored marketing automation, client portal, and secure data exchange solution could expand client acquisition and engagement.

Growth potential Market positioning among large incumbents with similar services hints at opportunities in differentiating through ESG/sustainability reporting, financial planning tools, and scalable investment strategies to attract more affluent clients.

Similar companies to Summit Wealth Management Group, Inc.

Summit Wealth Management Group, Inc. Tech Stack

Summit Wealth Management Group, Inc. uses 8 technology products and services including Shopify, JSON-LD, Flywheel, and more. Explore Summit Wealth Management Group, Inc.'s tech stack below.

Shopify
E-commerce
JSON-LD
Javascript Frameworks
Flywheel
Platform As A Service
PHP
Programming Languages
Google Tag Manager
Tag Management
Vimeo
Video Players
Google Search Console
Web Analytics
Akismet
Web Platform Extensions

Summit Wealth Management Group, Inc.'s Email Address Formats

Summit Wealth Management Group, Inc. uses at least 1 format(s):

Summit Wealth Management Group, Inc. Email Formats	Example	Percentage
First.Last@yoursummitwealth.com	John.Doe@yoursummitwealth.com	97%
First.MiddleLast@yoursummitwealth.com	John.MichaelDoe@yoursummitwealth.com	2%
FirstLast@yoursummitwealth.com	JohnDoe@yoursummitwealth.com	1%

Frequently Asked Questions

What is Summit Wealth Management Group, Inc.'s official website and social media links?

Summit Wealth Management Group, Inc.'s official website is yoursummitwealth.com and has social profiles on LinkedIn.

How much revenue does Summit Wealth Management Group, Inc. generate?

As of August 2026, Summit Wealth Management Group, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Summit Wealth Management Group, Inc.'s NAICS code?

Summit Wealth Management Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Summit Wealth Management Group, Inc. have currently?

As of August 2026, Summit Wealth Management Group, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Client Services Associate: N. W.Financial Representative: R. J.. Explore Summit Wealth Management Group, Inc.'s employee directory with LeadIQ.

What industry does Summit Wealth Management Group, Inc. belong to?

Summit Wealth Management Group, Inc. operates in the Financial Services industry.

What technology does Summit Wealth Management Group, Inc. use?

Summit Wealth Management Group, Inc.'s tech stack includes ShopifyJSON-LDFlywheelPHPGoogle Tag ManagerVimeoGoogle Search ConsoleAkismet.

What is Summit Wealth Management Group, Inc.'s email format?

Summit Wealth Management Group, Inc.'s email format typically follows the pattern of First.Last@yoursummitwealth.com. Find more Summit Wealth Management Group, Inc. email formats with LeadIQ.

When was Summit Wealth Management Group, Inc. founded?

Summit Wealth Management Group, Inc. was founded in 1986.

Summit Wealth Management Group, Inc.

Q: What technology does Summit Wealth Management Group, Inc. use?

Summit Wealth Management Group, Inc.'s tech stack includes HSTS, jsDelivr, Cloudflare DNS, Google Analytics, Font Awesome.

Q: What is Summit Wealth Management Group, Inc.'s NAICS code?

Summit Wealth Management Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Summit Wealth Management Group, Inc. operates in the financial services sector, offering objective financial planning and investment advice tailored to each client’s unique circumstances. The firm emphasizes using its team’s experience, education, and professional training to help individuals pursue their personal financial goals, providing guidance that aligns with clients’ needs and situations.
Based in Camarillo, California, the company serves clients through registered representatives affiliated with LPL Financial, while investment advice is delivered as a separate Registered Investment Advisor entity. The practice appears to be small in scale, focusing on personal, localized service, and operates within a framework that requires professionals to be properly registered or licensed for the states they serve.