Allocator Index · CRD 282205

SUMMIT WEALTH GROUP LLC

Exeter, NH · 802-295-5300 · summitwg.com/

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

223

Other individuals

222

HNW assets

$655.8M

Total AUM

$761.9M

Employees

10

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.