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HALEY & SUMMERS WEALTH MANAGEMENT, INC.
CRD 108722 · SEC 801-57577
620 EAST BERRY STREET, FORT WAYNE, IN, 46802, United States
Phone
260-437-0254
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$67.0M
Discretionary AUM
$67.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $15.0M |
| High net worth individuals | 12 | $52.0M |
All web addresses on file
Official SEC filing: View on IAPD