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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEIDRICK, RICHARD, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| EBERHART, MEGAN, DEBORAH | I | MEMBER | C |
Registrations
Federal
IA
Jul 15, 2025 REGISTERED
Notice Filings (2)
OH TX
Address
2150 N CLEVELAND-MASSILLON ROADAKRON, OH 44333
United States
Phone: 330-523-1065