Summit Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Summit Wealth Management provides ongoing portfolio management and pension consulting services to individual investors and employee benefit plans, including 401(k) plans. Like many peers, the firm manages client assets on an asset‑based fee basis and works with custodians such as Schwab for custody and reporting.
The firm manages discretionary accounts using fundamental analysis and a mix of strategies that can include long‑term equity, options trading, alternative investments, and Schwab’s Institutional Intelligent Portfolios; risk tolerances and investment policies are documented and reviewed at least annually. Summit states it operates under fiduciary principles, seeks fair allocation of investment opportunities across clients, and requests discretionary trading authority to implement strategies without prior trade‑by‑trade client approval.
A distinctive feature is that the firm’s principal owner is also a licensed CPA and operates an affiliated accounting practice, and the advisory discloses this affiliation and related business activities; clients are not required to use the accounting services. The brochure also notes other personnel may act as insurance agents and that the firm recently converted to SEC registration, which are operational details that differentiate it from many similarly sized advisors.
Client services
Expertise
Fee options
1.00% annually for all assets under management
Main office
2150 N Cleveland Massillon Road
Akron OH 44333
Advisors at this office
2
Most active in
Ohio · Texas
Also doing business as
47 Mfa LLC · Advanced Resources LLC · Summit Wealth Management LLC · Wlm Properties LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Richard W
PFS™, Series 63, Series 65
Akron, OH
Summit Wealth Management LLC
Richard Weidrick is a financial advisor with Summit Wealth Management LLC in Akron, OH. He holds the PFS™ designation and has 20 years of industry experience. He is also a CPA and operates an affiliated accounting practice through Weidrick, Livesay, Mitchell and Burge, LLC. Summit Wealth Management provides portfolio management and pension consulting services to individual investors and employee benefit plans, using a range of investment strategies and operating under fiduciary principles.
Megan E
CFA®
Akron, OH
Summit Wealth Management LLC
Megan Eberhart is a CFA® charterholder with four years of industry experience. She is currently an advisor at Summit Wealth Management LLC, where she has worked since 2021. Prior to that, she was employed at Johnson Investment Counsel and GBQ Consulting. Summit Wealth Management LLC provides discretionary portfolio management and pension/401(k) consulting to individual investors and employer-sponsored plans. The firm serves both high-net-worth and non-high-net-worth clients, employing fundamental analysis and long-term investment strategies alongside Schwab’s Institutional Intelligent Portfolios for index-based asset allocation with automated monitoring and rebalancing.
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