Summer Creek Wealth Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$50.8M
Discretionary
$50.1M
99% of AUM
Avg account
$995K
Accounts
51
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
165258
Registered since
April 15, 2024
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI93.44%
  • Individuals6.56%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

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

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Cash & Cash Equivalents 22%, Public Funds/Mutual Funds 14%, Investment Grade Corp Bonds 5%, US Government Bonds 3%, State & Local Bonds 2%, Sovereign Bonds 1%53%
  • Exchange Traded Equities53%
  • Cash & Cash Equivalents22%
  • Public Funds/Mutual Funds14%
  • Investment Grade Corp Bonds5%
  • US Government Bonds3%

Contacts

1 of 1
  • Jennifer Brown

    Jennifer Brown

    Managing PrincipalCRD 2919751

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth