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SUMMIT WEALTH MANAGEMENT LLC
CRD 226722File 801-134170
APPROVED
Retail clients
Custody
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$120.1M
Bottom 25% of cohort (national)
Discretionary AUM
$108.5M
Non-discretionary $11.6M
Clients
198
510 accounts
Employees
3
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 14, 2025
- Principal office
- 2150 N CLEVELAND-MASSILLON ROAD, AKRON, OH, 44333
- Phone
- 330-523-1065
- Website
- https://swm1.us
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $120.1M
- Discretionary AUM
- $108.5M
- Non-discretionary AUM
- $11.6M
- Discretionary accounts
- 411
- Non-discretionary accounts
- 99
- Total accounts
- 510
- AUM per client
- $607K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $88.3M |
| Individuals (other than high net worth individuals) | 149 | $31.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.