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SUMMIT WEALTH GROUP LLC

EXETER, NH · CRD 282205 · IAPD ↗ · summitwg.com · 802-295-5300

$761.9MRegulatory AUM
7Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
March 2025 — SUMMIT WEALTH GROUP LLC moved its main office from WHITE RIVER JUNCTION, VT to EXETER, NH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
March 2025 — SUMMIT WEALTH GROUP LLC reported RAUM up 27% ($516.1M -> $656.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — SUMMIT WEALTH GROUP LLC crossed $500M in regulatory AUM ($499.7M -> $516.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.