Summit Wealth Group LLC
Legal Name: SUMMIT WEALTH GROUP LLC
Full Contact Details
Summit Wealth Group LLC
205 BILLINGS FARM ROAD, SUITE 2A, WHITE RIVER JUNCTION, VT
802-295-5300
Other Info
Summit Wealth Group LLC is legally known as SUMMIT WEALTH GROUP LLC. It is a VT Limited Liability Company. This firm has 11 employees, of which 7 are employees in advisory roles. It serves 72 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 23, 2015.
Summit Wealth Group
OUR PROCESS OUR TEAM OUR VALUES CONTACT US ACCOUNT ACCESS OUR PROCESSOUR TEAMOUR VALUESCONTACT USACCOUNT ACCESS Scroll Your LifeYour VisionYour Plan Summit Wealth Group Creates Peace of Mind by Improving Our Clients Financial Well-Being and Lives through Sustainable Accumulation and Distribut…
Direct Owners
-
ABIGAIL LECHTHALER HURLBURT
PRINCIPAL owns more than 25% but less than 50%
-
THOMAS COLT HARTMAN
PRINCIPAL/CCO owns more than 50% but less than 75%