Katherine Adams
Investment adviser representative at Summit Wealth Group LLC
10 yearsExperience
1 stateRegistered in
$761.9MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Summit Wealth Group, LLCJan 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (VT).
Summit Wealth Group LLC
$761.9MAssets managed
456Clients
7Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4171657
- Firm CRD
- 282205