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Erik Matthew Potts

SUMMIT WEALTH GROUP LLC·WHITE RIVER JUNCTION, Vermont
Clean recordSUMMIT WEALTH GROUP LLC
205 BILLINGS FARM ROAD, WHITE RIVER JUNCTION, VT 05001CRD# 4635699Firm CRD# 282205

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erik Matthew Potts · WHITE RIVER JUNCTION, VT
Registration
CRD #4635699 · SUMMIT WEALTH GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Erik Matthew Potts is a registered financial advisor based in WHITE RIVER JUNCTION, Vermont, affiliated with SUMMIT WEALTH GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SUMMIT WEALTH GROUP LLC
SUMMIT WEALTH GROUP LLC
AUM
$516M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SUMMIT WEALTH GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4635699
Firm CRD# 282205
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erik Matthew Potts offer?
Erik Matthew Potts specializes in Financial Planning, Investment Management. Contact their office in WHITE RIVER JUNCTION, Vermont for a consultation.
What are Erik Matthew Potts's credentials?
Erik Matthew Potts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Matthew Potts located?
Erik Matthew Potts is based in WHITE RIVER JUNCTION, Vermont, working with SUMMIT WEALTH GROUP LLC. Their office serves clients in the WHITE RIVER JUNCTION metropolitan area and surrounding communities.
How does Erik Matthew Potts charge for services?
Erik Matthew Potts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT WEALTH GROUP LLC?
SUMMIT WEALTH GROUP LLC has approximately 10 employees and manages $516M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT WEALTH GROUP LLC

Abigail Lechthaler Hurlburt
WHITE RIVER JUNCTION, VT
Thomas Gates Wagner
WHITE RIVER JUNCTION, VT
Thomas Colt Hartman
WHITE RIVER JUNCTION, VT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
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City Guides
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Research
Advisor Fees in VermontNational Fee Analysis
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