| Name | Title | Ownership | Since |
|---|---|---|---|
| Abigail Lechthaler Hurlburt Control | Principal | 25-50% | 2016 |
| Erik Matthew Potts Control | Principal | 25-50% | 2021 |
| Erik Randall Control | Cco | Under 5% | 2025 |
Summit Wealth Group LLC reports $656.3 million in regulatory assets under management on its Form ADV.
Summit Wealth Group LLC reports 11 employees.
Summit Wealth Group LLC is based in Exeter, NH and has been SEC-registered since 2015.
Summit Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 20b Hampton Road, Exeter, NH 03833 |
| Phone | 802-295-5300 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $656.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $656.3M |