Summer Creek Wealth Management, LLC

Overview

Summer Creek Wealth Management, LLC is an independent, owner-operated RIA that provides financial planning and portfolio management primarily for individuals and families, with service also extending to small businesses. The adviser is SEC-registered in 2024 and operates under a fee model that combines an asset-based percentage with fixed fees. It is not positioned as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor. The firm’s advisory remit centers on tailored planning and discretionary portfolio implementation for private clients. Ownership is individual rather than institutional, which typically signals a smaller, more closely held practice model focused on direct client relationships rather than institutional capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices