SUMMIT WEALTH MANAGEMENT LLC
CRD #226722 SEC #801-134170 AKRON, OH 330-523-1065
SEC Registered
Total AUM
$107.7M
Discretionary
$96.2M
Employees
3
Clients
--
Accounts
456
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $107.7M | $96.2M | $11.5M | 3 | 0 |
DateJul 2025
Total AUM$107.7M
Discretionary$96.2M
Non-Disc.$11.5M
Employees3
Clients0