SEC Form ADV

SUMMIT WEALTH GROUP LLC

Firm profile: Summit Wealth Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNH

$761.9M

Assets Under Management

1,445

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-282205
Location: EXETER, NH
Filing Date: March 11, 2026
AUM: $761.9M
Total Clients: 1,445
Institutional Clients: 11
Employees: 10
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

SUMMIT WEALTH GROUP LLC is a registered investment adviser headquartered in EXETER, NH, managing approximately $761.9M in assets across 1,445 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings