SourcingSourcing

SUMMIT WEALTH MANAGEMENT LLC

B59
CRD 226722·SEC 801-134170·AKRON, OH
AUM
$120.1M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$360K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUMMIT WEALTH MANAGEMENT LLC
CRD
226722
SEC file #
801-134170
EIN
—
DBA names
—

Economics

AUM
$120.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$107.7M → $120.1M▲ +12%
Client mix
Individuals Other149
Individuals High Net Worth49

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
AKRON OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
swm1.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEIDRICK, RICHARD, ANDREW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WEIDRICK, RICHARD, ANDREW
EBERHART, MEGAN, DEBORAH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4585823
Trust Company Affiliate
No

People (2)

2
WEIDRICK, RICHARD, ANDREW
IAR · Direct Owner · 87.5%
4585823
EBERHART, MEGAN, DEBORAH
IAR · Direct Owner · 37.5%
5945909