Summit Wealth Management LLC
● SEC registered since 2025CRD 226722SEC# 801-134170Akron, OH
Reg. AUM
$120.1M
Employees
3
Accounts
510
Location
Akron, OH
Summit Wealth Management LLC assets under management
Summit Wealth Management LLC operates as an SEC-registered investment adviser based in Akron, OH. The firm has been registered since 2025. It reports $120.1 million in regulatory assets under management and employs 3 people.
Summit Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Megan Deborah Eberhart | Member | 25-50% | 2024 |
| Richard Andrew Weidrick Control | Managing Member & Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Summit Wealth Management LLC manage?
Summit Wealth Management LLC reports $120.1 million in regulatory assets under management on its Form ADV.
How many employees does Summit Wealth Management LLC have?
Summit Wealth Management LLC reports 3 employees.
Where is Summit Wealth Management LLC located?
Summit Wealth Management LLC is based in Akron, OH and has been SEC-registered since 2025.
Does Summit Wealth Management LLC disclose fund performance?
Summit Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2150 N Cleveland-Massillon Road, Akron, OH 44333 |
| Phone | 330-523-1065 |
| Fax | 330-659-5986 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120.1M▲ 12%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$120.1Mregulatory AUM
Discretionary $108.5MNon-discretionary $11.6M