SUMMER CREEK WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$50,768,193
Discretionary
$50,072,501
Non-discretionary
$695,692
Firm details
- CRD number
- 165258
- SEC file number
- 801-129913
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.