Summit Wealth Management LLC

Summit Wealth Management LLC (CRD# 226722) is a financial advisory firm headquartered in Akron, OH. They manage $79,098,469 in 347 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

2150 N Cleveland-massillon Road, Akron, OH 44333

https://swm1.us

By the Numbers

Total Assets Under Management

79

MILLION
Total Number of Accounts

347

ACCOUNTS
Average Account Value

$227,949

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

Registered Investment Advisor

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.

Richard A. Weidrick

CRD#: 4585823

2150 N Cleveland-massillon Road, Akron, OH 44333

Richard Weidrick (CRD# 4585823) is an Investment Advisor Representative working at Summit Wealth Management LLC in Akron, OH and has over 17 years of experience in the finance industry.

Megan D. Eberhart

CRD#: 5945909

2150 N Cleveland-massillon Road, Akron, OH 44333

Megan Eberhart (CRD# 5945909) is an Investment Advisor Representative working at Summit Wealth Management LLC in Akron, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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