Fee-only adviser · Akron, OH
Summit Wealth Management LLC
Summit Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Akron, Ohio. On its latest Form ADV, filed May 4, 2026, it reports $120M in regulatory assets under management, 198 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 226722 · SEC file 801-134170 |
| Office | 2150 N Cleveland-Massillon Road Akron, OH 44333 |
| Phone | (330) 523-1065 |
| Website | swm1.us |
| Regulatory assets under management | $120M ($108M discretionary) |
| Individual clients | 149 non-high-net-worth, 49 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Akron
- Kohmann Bosshard Financial Services, LLC. $1.1B
- Forward Thinking Wealth Management $46M
- Paradigm Investment Advisory LLC Not reported
- Bullington Capital Management, LLC $87M
- Oak Associates Ltd $1.8B
- Oelschlager Investments $93M
See all 8 fee-only advisers in Akron →
Nearby
- Fairlawn 2 firms
- Copley 1 firm
- Richfield 1 firm
- Cuyahoga Falls 1 firm
- Wadsworth 1 firm
- Stow 1 firm
- Broadview Heights 3 firms
- Hudson 4 firms
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