SUMMIT WEALTH GROUP LLC

WHITE RIVER JUNCTION, Vermont·4 registered advisors·CRD# 282205
SEC# 801-1070261802-295-5300
01

Firm Overview

AUM
$516M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT WEALTH GROUP LLC

4 registered advisors
Abigail Lechthaler Hurlburt
WHITE RIVER JUNCTION, Vermont
Erik Matthew Potts
WHITE RIVER JUNCTION, Vermont
Thomas Colt Hartman
WHITE RIVER JUNCTION, Vermont
Thomas Gates Wagner
WHITE RIVER JUNCTION, Vermont
05

Office Locations

WHITE RIVER JUNCTION, Vermont
4 advisors

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Data sourced from SEC Form ADV filings. SUMMIT WEALTH GROUP LLC (CRD# 282205) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.