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Richard Andrew Weidrick

Summit Wealth Management LLC

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About Richard Andrew Weidrick

Richard Andrew Weidrick is a financial advisor who has been working in the financial services industry since 2002. Richard is an Investment Advisor Representative with Summit Wealth Management LLC, based in Akron, OH. Richard specializes in helping individuals and families with their financial planning needs. Richard is also a Certified Public Accountant and has over 20 years of experience in the accounting field. Richard holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Richard is a member of the Personal Financial Specialist (PFS) designation. Richard is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Richard Weidrick is currently registered with Summit Wealth Management LLC. Summit Wealth Management LLC is an investment advisor with 2 investment advisor representatives and a total of 456 accounts. They advise individuals, other than high-net-worth individuals, with $33,095,032 in assets under management and high-net-worth individuals with $74,607,770 in assets under management. Their total regulatory assets under management are $107,702,802. The firm offers portfolio management for individuals and pension consulting services.

$107.70M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Weidrick’s Registration & Firm History

OH

08/12/2015 - Present

Summit Wealth Management LLC (AKRON OH)

OH

11/30/2007 - 08/19/2015

LPL FINANCIAL LLC (AKRON OH)

OH

10/29/2003 - 12/06/2007

CHAMPAIGN INVESTMENT COMPANY (DUBLIN OH)

OH

11/19/2002 - 10/29/2003

VALMARK SECURITIES, INC. (AKRON OH)

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Licenses & Designations

BC

Issued 06/15/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/09/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Andrew Weidrick.
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