Erik Matthew Potts
Investment adviser representative at Summit Wealth Group LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$761.9MFirm assets
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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
12 years in the industry.
- Summit Wealth Group LLCJan 2021 to now
- Purshe Kaplan Sterling InvestmentsJan 2020 to now
- Panorama Wealth Strategies, LLCAug 2014 to Dec 2020
- Cambridge Investment Research Advisors, Inc.Aug 2014 to Jan 2020
- Cambridge Investment Research, Inc.Aug 2014 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 4635699
- Firm CRD
- 282205