Summer Creek Wealth Management, LLC

Overview

Summer Creek Wealth Management, LLC is an independent registered investment adviser focused on serving individual and family clients with financial planning and discretionary portfolio management. The firm is SEC-registered (2024) and organized as a limited liability company controlled by an individual owner. Its fee model combines a percentage of assets under management with fixed fees. Investment activity centers on equity-oriented portfolios with a clear preference for exchange-traded instruments. The firm reports a primarily discretionary mandate, which suggests active portfolio implementation and ongoing rebalancing. Summer Creek does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices