Summer Creek Wealth Management, LLC
Summer Creek Wealth Management, LLC is an SEC-registered mass-market adviser with $50.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Summer Creek Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165258, SEC 801-129913, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $50.8M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 51
- CRD
- 165258
- Ownership
- BROWN, JENNIFER, LAUREN
How much AUM does Summer Creek Wealth Management, LLC have?
Summer Creek Wealth Management, LLC reported $50.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Summer Creek Wealth Management, LLC?
Disclosed owners and executives of Summer Creek Wealth Management, LLC include BROWN, JENNIFER, LAUREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.