Summit Wealth Group LLC
Summit Wealth Group LLC (CRD# 282205) is a financial advisory firm headquartered in White River Junction, VT. They manage $516,062,243 in 1,137 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management516MILLION
-
Total Number of Accounts1,137ACCOUNTS
-
Average Account Value$453,881
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, FL, MA, ME, NH, NY, VT
Katherine Adams (CRD# 4171657) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 23 years of experience in the finance industry.
Sarah Brookes-Governo (CRD# 5062978) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 17 years of experience in the finance industry.
Thomas Hartman (CRD# 4099207) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 24 years of experience in the finance industry.
Abigail Hurlburt (CRD# 4011742) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 24 years of experience in the finance industry.
Heather Meeks (CRD# 5400868) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 16 years of experience in the finance industry.
Erik Potts (CRD# 4635699) is an Investment Advisor Representative working at Summit Wealth Group LLC in Exeter, NH and has over 21 years of experience in the finance industry.
Erik Randall (CRD# 5928929) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 9 years of experience in the finance industry.
Andrew Schwarz (CRD# 6106248) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 9 years of experience in the finance industry.