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SUMMIT WEALTH GROUP LLC
CRD 282205 · SEC 801-107026
20B HAMPTON ROAD, EXETER, NH, 03833, United States
Phone
802-295-5300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$761.9M
Discretionary AUM
$753.2M
Team
10 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 222 | $88.5M |
| High net worth individuals | 223 | $655.8M |
| Pension/profit sharing plans | 11 | $17.5M |
States served
VT, CO, ME, MA, NY, NH, FL
All web addresses on file
Official SEC filing: View on IAPD