SUMMIT WEALTH MANAGEMENT LLC

CRD 226722 · SEC 801-134170

2150 N CLEVELAND-MASSILLON ROAD, AKRON, OH, 44333, United States

Phone

330-523-1065

Fax

330-659-5986

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$120.1M

Discretionary AUM

$108.5M

Team

3 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-04

Disciplinary history

Services

Portfolio management (individuals)Pension consulting

Type	Clients	AUM
Individuals	149	$31.8M
High net worth individuals	49	$88.3M

OH, TX

Official SEC filing: View on IAPD