RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Hampshire
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 11, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Randall, ErikICCONA Control
Randall, ErikICCONA Control
Randall, ErikICCONA Control
ISDANER, CODY, CHARLESIMANAGING MEMBER/CCOE Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOD Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOD Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOD Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOD Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOD Control
WAGNER, THOMAS, GATESIPRINCIPALD Control
WAGNER, THOMAS, GATESIPRINCIPALD Control
WAGNER, THOMAS, GATESIPRINCIPALD Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPAL/CCOC Control
HARTMAN, THOMAS, COLTIPRINCIPALC Control
HARTMAN, THOMAS, COLTIPRINCIPALC Control
HARTMAN, THOMAS, COLTIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
POTTS, ERIK, MATTHEWIPRINCIPALC Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALB Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALB Control
HURLBURT, ABIGAIL, LECHTHALERIPRINCIPALB Control

Registrations

Federal

IA
Dec 11, 2025 REGISTERED

Notice Filings (9)

CA CO FL MA ME MI NH NY VT

Address

20B HAMPTON ROAD
EXETER, NH 03833
United States
Phone: 802-295-5300