Summit Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Akron, OH. Its latest Form ADV filing, dated April 9, 2026, reports $120M in regulatory assets under management, 3 employees, 1 office, and 510 accounts.
Assets Under Management
$120M
Employees
3
Offices
1 office
Total Clients
198
Primary office
AKRON, OH
2150 N CLEVELAND-MASSILLON ROAD, AKRON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.3% of total clients.
Top client categories% of clientsClients
1
Individuals
75.3%
149
2
HNWI
24.7%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of April 9, 2026
Discretionary90.3%
$108M
90% of total RAUM90.3%
Non-discretionary9.7%
$12M
10% of total RAUM9.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$120M
Total Accounts510
10Y AUM Change+$12M (+11.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee66:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.