Summit Wealth Group LLC

CRD 282205 · Exeter, NH · $761.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 282205
SEC number: 801-107026
Firm type: RIA
Assets under management: $761.9M as of Mar 11, 2026
Website: summitwg.com ↗
Phone: 802-295-5300
Address: 20b Hampton Road, Exeter, NH, 03833

Advisors at this firm

7 in our index · page 1 of 1

Katherine AdamsCRD 4171657 · Exeter, NH

IA Registered
Sarah Brookes-GovernoCRD 5062978 · Exeter, NH

IA Registered
Abigail HurlburtCRD 4011742 · Exeter, NH

IA RegisteredRegistration inactive
Heather Sue MeeksCRD 5400868 · Exeter, NH

IA Registered
Erik Matthew PottsCRD 4635699 · Exeter, NH

IA RegisteredBroker
Erik RandallCRD 5928929 · Exeter, NH

IA Registered
Andrew W SchwarzCRD 6106248 · Exeter, NH

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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