Summit Wealth Group LLC
● SEC registered since 2015CRD 282205SEC# 801-107026Exeter, NH
Reg. AUM
$761.9M
Employees
10
Accounts
1,445
Location
Exeter, NH
Summit Wealth Group LLC assets under management
Summit Wealth Group LLC is an investment advisory firm registered with the SEC based in Exeter, NH. The firm has been registered since 2015. It reports $761.9 million in regulatory assets under management and employs 10 people.
Summit Wealth Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abigail Hurlburt Control | Principal | 50-75% | 2016 |
| Erik Randall Control | Cco | Under 5% | 2025 |
| Panorama Wealth Strategies LLC Control | Principal | 25-50% | 2021 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Summit Wealth Group LLC manage?
Summit Wealth Group LLC reports $761.9 million in regulatory assets under management on its Form ADV.
How many employees does Summit Wealth Group LLC have?
Summit Wealth Group LLC reports 10 employees.
Where is Summit Wealth Group LLC located?
Summit Wealth Group LLC is based in Exeter, NH and has been SEC-registered since 2015.
Does Summit Wealth Group LLC disclose fund performance?
Summit Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$761.9M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$761.9Mregulatory AUM
Discretionary $753.2MNon-discretionary $8.7M