# Summit Wealth Management LLC

> Summit Wealth Management LLC is an SEC-registered investment advisory firm in Akron, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 226722
- Filed as: SUMMIT WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226722
- AdvisorCensus page: https://advisorcensus.com/firm/summit-wealth-management-llc-akron-oh-226722

## Quick answers

**How is Summit Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Summit Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Summit Wealth Management LLC located?**
Summit Wealth Management LLC's principal office is in Akron, OH, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Summit Wealth Management LLC registered with the SEC or a state?**
Summit Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 226722.

**How much does Summit Wealth Management LLC manage?**
Summit Wealth Management LLC reports $120,089,915 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (90% discretionary).

**What types of clients does Summit Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (49).

**Which custodians does Summit Wealth Management LLC use?**
Summit Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Summit Wealth Management LLC report any disciplinary disclosures?**
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/226722

**What changed in Summit Wealth Management LLC's recent Form ADV filings?**
In the June 2026 filing data: Changed its office addresses in Columbus, OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $120,089,915
- Discretionary: $108,495,417
- Non-discretionary: $11,594,498

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $31,824,833 |
| High net worth individuals | 49 | $88,265,082 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Columbus, OH

### Websites listed on Form ADV (Item 1.I)
- swm1.us

## Changes in the filing (last 12 months)

### June 2026
- Changed its office addresses in Columbus, OH.

### March 2026
- Regulatory assets under management went from $107,702,802 to $120,089,915 (+12%).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Wealth Management LLC (CRD 226722): Form ADV filing data as of October 2026.