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SUMMIT WEALTH MANAGEMENT LLC

AKRON, OH · CRD 226722 · IAPD ↗ · swm1.us · 330-523-1065

$120.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — SUMMIT WEALTH MANAGEMENT LLC (AKRON, OH) is newly SEC-registered with $107.7M RAUM and 3 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.