Summit Wealth Management LLC
Summit Wealth Management LLC is an SEC-registered mass-market adviser in Akron, OH with $120.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Summit Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226722, SEC 801-134170, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $120.1M (2026-05-04)
- Firm type
- Mass-Market Adviser
- Location
- Akron, OH
- Employees
- 3
- Clients
- 198
- CRD
- 226722
- Ownership
- EBERHART, MEGAN, DEBORAH; WEIDRICK, RICHARD, ANDREW
How much AUM does Summit Wealth Management LLC have?
Summit Wealth Management LLC reported $120.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Summit Wealth Management LLC?
Disclosed owners and executives of Summit Wealth Management LLC include EBERHART, MEGAN, DEBORAH, WEIDRICK, RICHARD, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.