Adviser Profile
| As of Date | 08/16/2025 |
| Registration status | Registration Changed to SUMMIT WEALTH MANAGEMENT LLC |
| ADV Location | AKRON, OH, United States |
| Contact Info | 330 xxxxxxx |
| Websites |
| AUM* | 107,702,802 36% |
| of that, discretionary | 96,157,396 28% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 236,190 4% |
| % High Net Worth | 20.43% 3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds