Insights

Niche Focus Small team with registered investment advisor capabilities and separate RIA structure indicates potential for personalized, high-touch financial planning services to high-net-worth individuals or retirement-focused clients seeking objective guidance.

Compliance Advantage Partnership with LPL Financial and clear regulatory framing suggests opportunities to cross-sell affiliated investment products, custody solutions, and back-office support to improve efficiency for affiliated advisors or smaller practices.

Tech Stack Utilizes multiple digital platforms (WordPress, Shopify, HubSpot, Brevo) which can be leveraged to enhance client onboarding, marketing automation, and client portal experiences for scalable growth and lead generation.

Revenue Signals Annual revenue in the mid seven-figure range with a lean team points to strong profitability potential through scalable advisory services, asset-based fees, and expanded service lines such as financial planning and retirement income strategies.

Growth Path Recent emphasis on objective planning and personalized advice aligns with market demand for fiduciary, transparent guidance; potential for growth via expanded states registrations, digital marketing, and targeted outreach to affluent clients and corporate retirement plans.

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Summit Wealth Management Group, Inc. Tech Stack

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

WordPress
Content Management System
Shopify
E-commerce
Cornerstone
Human Resource Management System
Brevo
Live Chat
HubSpot
Marketing Automation
WP Engine
Platform As A Service
Vimeo
Video Players
Akismet
Web Platform Extensions

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

Summit Wealth Management Group, Inc. uses at least 3 email formats:

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 October 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 October 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. and 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 WordPress, Shopify, Cornerstone, Brevo, HubSpot, WP Engine, Vimeo and Akismet.

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 2002.

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.