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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $212,823
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Summit Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard A. Weidrick
CRD#: 4585823
2150 N Cleve-mass Rd, Akron, OH 44333
93
Wealthminder
score

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.

2
Matthew D. Lukac
CRD#: 4830218
2150 N Cleve-mass Rd, Akron, OH 44333
87
Wealthminder
score

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.

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