Summit Wealth Management LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 226722
- SEC number
- 801-134170
- Firm type
- RIA
- Assets under management
- $120.1M as of May 4, 2026
- Website
- swm1.us ↗
- Phone
- 330-523-1065
- Address
- 2150 N Cleveland-Massillon Road, Akron, OH, 44333
Advisors at this firm
2 in our index · page 1 of 1
-
Megan Deborah EberhartCRD 5945909 · Akron, OHIA Registered
-
Richard Andrew WeidrickCRD 4585823 · Akron, OHIA Registered
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 226722 ↗
FINRA BrokerCheck record for firm CRD 226722 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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