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SUMMIT WEALTH MANAGEMENT LLC

dba SUMMIT WEALTH MANAGEMENT LLC · CRD 226722 · Registered Investment Adviser

SUMMIT WEALTH MANAGEMENT LLC is a Registered Investment Adviser headquartered in AKRON, OH. The firm reports $120,089,915 in regulatory assets under management across 510 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$108,495,417
Non-discretionary$11,594,498
Total RAUM$120,089,915
Accounts510

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 226722. adviserinfo.sec.gov/firm/summary/226722.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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