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Summit Wealth Management LLC

EST. AUM
$120,089,915

CONTACTS
2

CLIENT ACCOUNTS
510

Firm Details

Metro area Cleveland
CRD Number 226722
Website swm1.us
Client types

Overview

Summit Wealth Management LLC (hereinafter “SWM”) is a Limited Liability Company organized in the State of Ohio. The firm was formed in July 2003, became licensed as an investment adviser in 2015, and the principal owner is Richard Andrew Weidrick.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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