1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SUMMIT WEALTH MANAGEMENT LLC

Map pinAKRON, OH
Phone330-523-1065
NotebookSEC #801-134170
Total AUM
$120.1M
Employees
3
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2150 N CLEVELAND-MASSILLON ROAD
AKRON
OH 44333
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
330-523-1065
Other Offices
1

ReceiptFinancials

Total AUM
$120.1M
Accounts
510
Discretionary
$108.5M
Accounts
411
Non-Discretionary
$11.6M
Accounts
99

ContactClients

View more in analytics →

Individual Clients
149
AUM
$31.8M
HNW Individual Clients
49
AUM
$88.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account