# HALEY & SUMMERS WEALTH MANAGEMENT, INC.

HALEY & SUMMERS WEALTH MANAGEMENT, INC. of FORT WAYNE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 108722
- Type: SEC-registered investment adviser
- SEC file number: 801-57577
- 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)

| Name | Role | Location |
| --- | --- | --- |
| SUMMERS ROGER CRAIG | CEO | — |
| HALEY JEFFREY LYNN | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108722/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108722/similar
- Related entities: https://search.stillhousedata.com/firm/108722/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108722

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.