Summit Wealth Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Exeter, NH. Its latest Form ADV filing, dated March 11, 2026, reports $762M in regulatory assets under management, 10 employees, 1 office, and 1,445 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.9% of total clients.
Top client categories% of clientsClients
1
HNWI
48.9%
223
2
Individuals
48.7%
222
3
Pension Plans
2.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$762Mas of March 11, 2026
Discretionary98.9%
$753M
99% of total RAUM98.9%
Non-discretionary1.1%
$9M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$762M
Total Accounts1,445
10Y AUM Change+$475M (+165.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee46:1
10Y Employee Change-2 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.