SUMMIT WEALTH MANAGEMENT LLC

SUMMIT WEALTH MANAGEMENT LLC of AKRON, OH is an SEC-registered investment adviser (CRD 226722). Regulatory assets under management: $120.1M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

Officers, owners & control persons (2)

NameRoleLocation
Richard Andrew WeidrickMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Megan Deborah EberhartMEMBER

Branch offices (2)

CityStateEmployeesPhone
COLUMBUSOH1330-414-1464
COLUMBUSOH1330-414-1464

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