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Summit Wealth Management Group, Inc. Employee Directory

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.

Find Summit Wealth Management Group, Inc. employees' phone numbers or email addresses

Summit Wealth Management Group, Inc. Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Summit Wealth Management Group, Inc.'s Leadership

  • Stylized image of a person
    N. W.
    Client Services Associate
    Mobile Phone
  • Stylized image of a person
    R. J.
    Financial Representative
    Mobile Phone

Summit Wealth Management Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Summit Wealth Management Group, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    N. W.
    Client Services Associate
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    R. J.
    Financial Representative
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Summit Wealth Management Group, Inc. known for?

Minus sign iconPlus sign iconSummit Wealth Management Group, Inc. was founded in 1986 operates in the Financial Services industry. Explore Summit Wealth Management Group, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconSummit Wealth Management Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Wealth Management Group, Inc. email formats with LeadIQ.

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

Minus sign iconPlus sign iconSummit Wealth Management Group, Inc. has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Summit Wealth Management Group, Inc.'s key employees and leadership?

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As of August 2026, Summit Wealth Management Group, Inc.'s key employees include:

  • Client Services Associate: N. W.
  • Financial Representative: R. J.

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