HALEY & SUMMERS WEALTH MANAGEMENT, INC.

HALEY & SUMMERS WEALTH MANAGEMENT, INC. of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 108722). Regulatory assets under management: $67.0M.

Registration

• CRD: 108722
• SEC file number: 801-57577
• Type: Registered investment adviser
• Location: 620 EAST BERRY STREET, FORT WAYNE, IN, 46802
• Phone: 260-437-0254
• Latest filing: 2026-01-20
• Regulatory AUM: $67.0M
• Discretionary AUM: $67.0M
• Clients: 2
• Accounts: 45

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 108722 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search