Wealth Manager
    SEC Registered
    Manages Private Funds

    Summit Wealth Group LLC

    Registered investment advisor · Exeter, New Hampshire · CRD #282205

    Assets Under Management
    $762M
    Client Accounts
    1,445
    Employees
    10
    CRD Number
    282205
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Summit Wealth Group LLC

    Summit Wealth Group LLC is an investment advisory firm founded in 1985, offering financial planning and wealth management services with $2.1 billion in assets under management. It is registered with the SEC and operates independently with multiple offices across several states.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Summit Wealth Group LLC

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    Frequently Asked Questions

    What is Summit Wealth Group LLC's AUM?

    Summit Wealth Group LLC reports approximately $762M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Summit Wealth Group LLC headquartered?

    Summit Wealth Group LLC is headquartered in Exeter, New Hampshire.

    What is Summit Wealth Group LLC's CRD number?

    Summit Wealth Group LLC's CRD number is 282205. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Summit Wealth Group LLC manage?

    Summit Wealth Group LLC manages approximately 1,445 client accounts according to its latest SEC filing.

    Is Summit Wealth Group LLC SEC registered?

    Yes, Summit Wealth Group LLC is registered with the SEC as an investment adviser with an approved registration status.

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