SUMMIT WEALTH GROUP LLC
Firm details
- Headquarters
- EXETER, New Hampshire
- CRD number
- 282205
- Registered since
- December 23, 2015
- Website
- www.summitwg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.08%
- Individuals11.62%
- Pension & Profit Sharing Plans2.3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Summit Wealth Group LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and third‑party manager selection. Compensation models include asset‑based fees as well as hourly and fixed fee arrangements. In addition to its RIA activities, the firm maintains affiliated business roles as a registered representative of a broker‑dealer, an insurance broker, and an accountant. Summit identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities7%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Contacts
3 of 7HEATHER MEEKS
AdvisorCRD 5400868
Andrew Schwarz
Portfolio ManagerCRD 6106248
KATHERINE ADAMS
Client Relationship ManagerCRD 4171657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$405M in ETFs
76%
$309M
24%
$96.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $73.7M | 123,268 | 18.17% |
Location
EXETER, NH
ROCKINGHAM
Location
EXETER, NH
Headquartered in EXETER, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 20B Hampton Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CONSERVATION RESOURCE PARTNERS, LLC
RIAEXETER, NH
AFFINITY INVESTMENT GROUP, LLC
RIAEXETER, NH
BLUELINE ADVISORS
RIAEXETER, NH
LEDGEWOOD WEALTH ADVISORS, LLC
RIAEXETER, NH
THE LYME TIMBER COMPANY LLC
RIAHANOVER, NH
CARLSON INVESTMENTS
RIACONCORD, NH