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Erik Matthew Potts

PrincipalSummit Wealth Group LLCCRD 4635699

About Erik Matthew Potts

Erik Matthew Potts is listed as Principal at Summit Wealth Group LLC in Exeter, NH. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Summit Wealth Group LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Erik Matthew Potts work?

Erik Matthew Potts is listed as Principal at Summit Wealth Group LLC on SEC Form ADV.

How much of Summit Wealth Group LLC does Erik Matthew Potts own?

Form ADV reports a beneficial ownership band of 25-50%.

Summit Wealth Group LLC

TitlePrincipal
Ownership25-50%
Control personYes
Since2021