Insights

Targeted Client Niche Summit Wealth Management Group specializes in personalized financial planning and investment advice, indicating an opportunity to tailor services or technology solutions for high-net-worth individuals seeking dedicated wealth management support.

Small Scale Growth With a lean team of 2-10 employees and revenue ranging from 1 to 10 million dollars, there is potential for growth-driven products or services that can enhance operational efficiency and client outreach for boutique financial advisory firms.

Digital Engagement Utilizing a tech stack that includes Shopify, Google Analytics, and SEO tools suggests an emphasis on online visibility and digital client engagement, presenting chances to offer marketing or analytics tools to boost their online presence.

Compliance Focus The company's regulatory adherence through registration with LPL Financial and state licensing indicates an openness to compliance solutions, cybersecurity, and secure transaction technologies to support their advisory and transaction activities.

Market Positioning Positioned among larger competitors like Charles Schwab and Fidelity, Summit has the opportunity to differentiate by leveraging niche market expertise, innovative technology integrations, or personalized marketing strategies aimed at high-touch client service.

Summit Wealth Management Group, Inc. Tech Stack

Summit Wealth Management Group, Inc. uses 8 technology products and services including Shopify, Cornerstone, Java, and more. Explore Summit Wealth Management Group, Inc.'s tech stack below.

  • Shopify
    E-commerce
  • Cornerstone
    Human Resource Management System
  • Java
    Programming Languages
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • Vimeo
    Video Players
  • Google Analytics
    Web Analytics
  • Akismet
    Web Platform Extensions

Media & News

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 FormatsExamplePercentage
First.Last@yoursummitwealth.comJohn.Doe@yoursummitwealth.com
97%
First.MiddleLast@yoursummitwealth.comJohn.MichaelDoe@yoursummitwealth.com
2%
FirstLast@yoursummitwealth.comJohnDoe@yoursummitwealth.com
1%

Frequently Asked Questions

Where is Summit Wealth Management Group, Inc.'s headquarters located?

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Summit Wealth Management Group, Inc.'s main headquarters is located at 400 Camarillo Ranch Road, Suite 202 Camarillo, CA 93012, US. The company has employees across 1 continents, including North America.

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

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

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

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

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

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As of October 2025, Summit Wealth Management Group, Inc. has approximately 5 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?

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

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

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Summit Wealth Management Group, Inc.'s tech stack includes ShopifyCornerstoneJavaYoast SEOGoogle Tag ManagerVimeoGoogle AnalyticsAkismet.

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

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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?

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

Summit Wealth Management Group, Inc.

Financial ServicesUnited States2-10 Employees

We provide objective financial planning and investment advice, based on a thorough understanding of clients' unique circumstances. We offer the benefit of our experience, education, and professional training to help people pursue their personal financial goals.

The financial consultants of Summit Wealth Management Group are 
registered representatives with and securities offered through LPL Financial,
Member SIPC (sipc.org).

Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial.

The financial professionals associated with Summit Wealth Management Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Section iconCompany Overview

Headquarters
400 Camarillo Ranch Road, Suite 202 Camarillo, CA 93012, US
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Summit Wealth Management Group, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Summit Wealth Management Group, Inc.'s revenue is estimated to be in the range of $1M$10M

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