Summit Wealth Management LLC
Summit Wealth Management LLC (CRD# 226722) is a financial advisory firm headquartered in Akron, OH. They manage $42,139,000 in 198 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts198ACCOUNTS
Average Account Value$212,823
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Richard Weidrick (CRD# 4585823) is an Investment Advisor Representative working at Summit Wealth Management LLC in Akron, OH and has over 11 years of experience in the finance industry.
Matthew Lukac (CRD# 4830218) is an Investment Advisor Representative working at Summit Wealth Management LLC in Akron, OH and has 1 year of experience in the finance industry.