| Name | Title | Ownership | Since |
|---|---|---|---|
| Megan Deborah Eberhart | Member | 25-50% | 2024 |
| Richard Andrew Weidrick Control | Managing Member & Chief Compliance Officer | Over 75% | 2015 |
Summit Wealth Management LLC reports $107.7 million in regulatory assets under management on its Form ADV.
Summit Wealth Management LLC reports 3 employees.
Summit Wealth Management LLC is based in Akron, OH and has been SEC-registered since 2025.
Summit Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $96.2M |
| Non-discretionary | $11.5M |
| Total (RAUM) | $107.7M |