SUMMIT WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$120,089,915
Discretionary
$108,495,417
Non-discretionary
$11,594,498
Firm details
- CRD number
- 226722
- SEC file number
- 801-134170
- Main office
- AKRON, OH, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://swm1.us
- Fee structure
-
Percentage of AUM
As of October 2026.