SUMMIT WEALTH GROUP LLC of EXETER, NH is an SEC-registered investment adviser (CRD 282205). Regulatory assets under management: $761.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Thomas Colt Hartman | PRINCIPAL | — |
| Abigail Lechthaler Hurlburt | PRINCIPAL | — |
| Erik Matthew Potts | MANAGING MEMBER; PRINCIPAL | — |
| Erik Randall | CCO | AUSTIN, TX |
| ISDANER CODY CHARLES | MANAGING MEMBER/CCO | — |
| HARTMAN THOMAS COLT | PRINCIPAL/CCO | — |
| WAGNER THOMAS GATES | PRINCIPAL | — |
| HURLBURT ABIGAIL LECHTHALER | PRINCIPAL | — |
| POTTS ERIK MATTHEW | PRINCIPAL | — |
| Abigail Hurlburt | PRINCIPAL | — |