SUMMIT WEALTH GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$761,904,517
Discretionary
$753,245,497
Non-discretionary
$8,659,020
Firm details
- CRD number
- 282205
- SEC file number
- 801-107026
- Main office
- EXETER, NH, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTPS://SUMMITWG.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.