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SUMMER CREEK WEALTH MANAGEMENT, LLC

· CRD 165258 · IAPD ↗ · 518-867-5620

$50.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — SUMMER CREEK WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — SUMMER CREEK WEALTH MANAGEMENT, LLC reported RAUM up 35% ($34.3M -> $46.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — SUMMER CREEK WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $34.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.