$120.1M Total AUM
$108.5M Disc. AUM
-- 3Y CAGR
3 Employees
198 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2015
- Office Locations
- 1
Office Locations
2150 N Cleveland-Massillon Road Akron OH
About Summit Wealth Management LLC
Summit Wealth Management LLC is an Akron, Ohio RIA providing relationship-driven wealth management, investment management, and financial planning, including tax and estate planning support. The firm builds personalized strategies based on clients’ assets, liabilities, and risk tolerance, and implements portfolios that make meaningful use of ETFs and public funds. Primary custodian: Charles Schwab.
Team overview
34 AVG AGE
$40.0M AVG AUM / ADVISOR
$606.5K AVG AUM / CLIENT
8.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
10yrs Firm Age
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Investment Themes
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Technology
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Owner & Executives
R
RICHARD ANDREW WEIDRICK
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4585823
- Ownership
- 75% or more
Available
Available
Available
MEGAN DEBORAH EBERHART
--
- CRD
- #5945909
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,495,417 | $263,979 |
| Non-Discretionary | $11,594,498 | $117,116 |
| Total | $120,089,915 | $235,470 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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