{
  "crd_number": 165258,
  "slug": "summer-creek-wealth-management-llc-165258",
  "primary_business_name": "SUMMER CREEK WEALTH MANAGEMENT, LLC",
  "legal_name": "SUMMER CREEK WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 50768193.0,
  "raum_discretionary": 50072501.0,
  "raum_non_discretionary": 695692.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 3329392.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 47438801.0,
      "count": 39
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165258",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/summer-creek-wealth-management-llc-165258",
  "display_name": "Summer Creek Wealth Management, LLC",
  "summary": "Summer Creek Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Summer Creek Wealth Management, LLC (CRD 165258): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Summer Creek Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Summer Creek Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Summer Creek Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $1,000 to $5,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Summer Creek Wealth Management, LLC registered with the SEC or a state?",
      "a": "Summer Creek Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 165258."
    },
    {
      "q": "How much does Summer Creek Wealth Management, LLC manage?",
      "a": "Summer Creek Wealth Management, LLC reports $50,768,193 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary)."
    },
    {
      "q": "How have Summer Creek Wealth Management, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Summer Creek Wealth Management, LLC: Regulatory assets under management: $34,327,930 in the October 2024 data and $50,768,193 in the October 2026 data, up 48%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Summer Creek Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (12)."
    },
    {
      "q": "Which custodians does Summer Creek Wealth Management, LLC use?",
      "a": "Summer Creek Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Summer Creek Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165258"
    },
    {
      "q": "What changed in Summer Creek Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 34327930.0,
      "total_employees": 1,
      "filing_date": "2024-03-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 46179842.0,
      "total_employees": 1,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 50768193.0,
      "total_employees": 1,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $5,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $5,000 (financial planning services)"
        ],
        "quotes": [
          "Our firm charges on a flat fee basis for financial planning services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $1,000 to $5,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Our firm charges on a flat fee basis for financial planning services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $1,000 to $5,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/summer-creek-wealth-management-llc-165258.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 3329392.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 39,
      "fewer_than_5": false,
      "raum": 47438801.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165258",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}