Summer Creek Wealth Management, LLC
● SEC registered since 2024CRD 165258SEC# 801-129913
Reg. AUM
$50.8M
Employees
1
Accounts
51
Location
—
Summer Creek Wealth Management, LLC assets under management
Summer Creek Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $50.8 million in regulatory assets under management and employs 1 people.
Summer Creek Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Lauren Brown Control | Managing Member And Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Summer Creek Wealth Management, LLC manage?
Summer Creek Wealth Management, LLC reports $50.8 million in regulatory assets under management on its Form ADV.
How many employees does Summer Creek Wealth Management, LLC have?
Summer Creek Wealth Management, LLC reports 1 employees.
Does Summer Creek Wealth Management, LLC disclose fund performance?
Summer Creek Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 518-867-5620 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$50.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$50.8Mregulatory AUM
Discretionary $50.1MNon-discretionary $696K