SUMMIT WEALTH GROUP LLC
CRD #282205 SEC #801-107026 EXETER, NH 802-295-5300
SEC Registered
Total AUM
$656.3M
Discretionary
$656.3M
Employees
11
Clients
1
Accounts
1,401
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $656.3M | $656.3M | $0 | 11 | 0 |
| Mar 2025 | $656.3M | $656.3M | $0 | 11 | 0 |
| Feb 2025 | $656.3M | $656.3M | $0 | 11 | 0 |
| Mar 2024 | $516.1M | $516.1M | $0 | 10 | 0 |
| Mar 2023 | $499.7M | $499.7M | $0 | 11 | 70 |
| Mar 2022 | $559.7M | $558M | $1.7M | 12 | 85 |
| Mar 2022 | $559.7M | $558M | $1.7M | 12 | 85 |
| Mar 2022 | $559.7M | $558M | $1.7M | 12 | 85 |
| Aug 2021 | $477.4M | $476M | $1.4M | 13 | 81 |
| Apr 2021 | $477.4M | $476M | $1.4M | 13 | 81 |
| Mar 2021 | $477.4M | $476M | $1.4M | 13 | 81 |
| Jun 2020 | $381.8M | $380.4M | $1.3M | 11 | 0 |
| Mar 2020 | $381.8M | $380.4M | $1.3M | 11 | 0 |
| Mar 2019 | $277.9M | $276.6M | $1.2M | 11 | 72 |
| Oct 2018 | $295.3M | $294.1M | $1.2M | 11 | 23 |
| Mar 2018 | $295.3M | $294.1M | $1.2M | 11 | 23 |
| Mar 2017 | $286.7M | $266.2M | $20.5M | 12 | 300 |
| Mar 2016 | $222.7M | $132.4M | $90.3M | 12 | 250 |
| Jan 2016 | $0 | $0 | $0 | 12 | 0 |
| Dec 2015 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$656.3M
Discretionary$656.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$656.3M
Discretionary$656.3M
Non-Disc.$0
Employees11
Clients0
DateFeb 2025
Total AUM$656.3M
Discretionary$656.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$516.1M
Discretionary$516.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$499.7M
Discretionary$499.7M
Non-Disc.$0
Employees11
Clients70
DateMar 2022
Total AUM$559.7M
Discretionary$558M
Non-Disc.$1.7M
Employees12
Clients85
DateMar 2022
Total AUM$559.7M
Discretionary$558M
Non-Disc.$1.7M
Employees12
Clients85
DateMar 2022
Total AUM$559.7M
Discretionary$558M
Non-Disc.$1.7M
Employees12
Clients85
DateAug 2021
Total AUM$477.4M
Discretionary$476M
Non-Disc.$1.4M
Employees13
Clients81
DateApr 2021
Total AUM$477.4M
Discretionary$476M
Non-Disc.$1.4M
Employees13
Clients81
DateMar 2021
Total AUM$477.4M
Discretionary$476M
Non-Disc.$1.4M
Employees13
Clients81
DateJun 2020
Total AUM$381.8M
Discretionary$380.4M
Non-Disc.$1.3M
Employees11
Clients0
DateMar 2020
Total AUM$381.8M
Discretionary$380.4M
Non-Disc.$1.3M
Employees11
Clients0
DateMar 2019
Total AUM$277.9M
Discretionary$276.6M
Non-Disc.$1.2M
Employees11
Clients72
DateOct 2018
Total AUM$295.3M
Discretionary$294.1M
Non-Disc.$1.2M
Employees11
Clients23
DateMar 2018
Total AUM$295.3M
Discretionary$294.1M
Non-Disc.$1.2M
Employees11
Clients23
DateMar 2017
Total AUM$286.7M
Discretionary$266.2M
Non-Disc.$20.5M
Employees12
Clients300
DateMar 2016
Total AUM$222.7M
Discretionary$132.4M
Non-Disc.$90.3M
Employees12
Clients250
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0