Summit Wealth Management Group, Inc. Employee Directory

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

Summit Wealth Management Group, Inc. was founded in 1986. Summit Wealth Management Group, Inc. operates in the Financial Services industry.

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.

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

Summit Wealth Management Group, Inc. Global Highlights

North America
8

United States Of America
8

Summit Wealth Management Group, Inc.'s Leadership

N. W.
Client Services Associate
Mobile Phone
Email
R. J.
Financial Representative
Mobile Phone
Email

Contact profiles from Summit Wealth Management Group, Inc.

Name

Title

Contact Info

Location

Last Update

N. W.
Client Services Associate
Mobile Phone
Email
Oct 27, 2025
R. J.
Financial Representative
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

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

Summit Wealth Management Group, Inc. was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 400 Camarillo Ranch Road, Suite 202 Camarillo, CA 93012, US. 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?

Summit 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?

Summit Wealth Management Group, Inc. has approximately 5 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, Summit Wealth Management Group, Inc.'s key employees include:

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

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