Richard A. Weidrick

SUMMIT WEALTH MANAGEMENT LLC

Akron, OH 44333

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CRD#: 4585823

Professional summary

Richard Andrew Weidrick is a registered financial advisor currently at SUMMIT WEALTH MANAGEMENT LLC located in Akron, Ohio.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Richard has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 8/8/2007 - CPA/BOOKKEEPER/TAX PREPARER - WEIDRICK, LIVESAY, MITCHELL AND BURGE, LLC - CPA FIRM - TIME SPENT 75%. 2. 8/8/2007 - REAL ESTATE RENTAL - WLM PROPERTIES, LLC - OWNS THE LAND AND THE BUILDING THAT THE CPA PRACTICE IS IN. 3. 3/6/2009 - REGISTERED INVESTMENT ADVISOR - SYMPHONY FINANCIAL SERVICES, INC. - ASSET MANAGEMENT AND FINANCIAL PLANNING (HYBRID RIA). - AKRON, OH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Andrew Weidrick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 11, 2015 - Present

SUMMIT WEALTH MANAGEMENT LLC

Office #1: 2150 N Cleveland-massillon Road, Akron, OH 44333

RIA

CRD#: 226722

Akron, OH

Past

February 19, 2009 - September 17, 2015

SYMPHONY FINANCIAL SERVICES, INC.

RIA

CRD#: 125058

BATH, OH

Past

December 3, 2007 - January 25, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

AKRON, OH

Past

November 30, 2007 - August 19, 2015

LPL FINANCIAL LLC

CRD#: 6413

AKRON, OH

Past

October 24, 2006 - December 6, 2007

CHAMPAIGN INVESTMENT COMPANY

RIA

CRD#: 44338

AKRON, OH

Past

October 29, 2003 - December 6, 2007

CHAMPAIGN INVESTMENT COMPANY

CRD#: 44338

DUBLIN, OH

Past

November 19, 2002 - October 29, 2003

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUMMIT WEALTH MANAGEMENT LLC

47 MFA LLC | WLM PROPERTIES LLC | SUMMIT WEALTH MANAGEMENT LLC | ADVANCED RESOURCES LLC

CRD#: 226722 / SEC#: 801-134170

RIA

Registered Investment Advisory firm - (8/14/2025 Approved)

Louisiana

Registered Investment Advisory firm - (12/21/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (12/21/2018 Terminated)

Ohio

Registered Investment Advisory firm - (9/8/2025 Terminated)

Texas

Registered Investment Advisory firm - (8/26/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/11/2015)

IAR

Texas
(8/13/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/15/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/9/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/19/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/2002

General Securities Representative Examination

Current Firm

SUMMIT WEALTH MANAGEMENT LLC

47 MFA LLC | WLM PROPERTIES LLC | SUMMIT WEALTH MANAGEMENT LLC | ADVANCED RESOURCES LLC

CRD#: 226722 / SEC#: 801-134170

RIA

Registered Investment Advisory firm - (8/14/2025 Approved)

Louisiana

Registered Investment Advisory firm - (12/21/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (12/21/2018 Terminated)

Ohio

Registered Investment Advisory firm - (9/8/2025 Terminated)

Texas

Registered Investment Advisory firm - (8/26/2025 Terminated)

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Contact information

Main Address

2150 N Cleveland-massillon Road, Akron, OH 44333

Mailing Address

Phone number

(330) 523-1065

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A SUMMIT (7/15/2025)

Regulatory assets under management

Total Number of Accounts	456
AUM (Assets Under Management)	$ 107,702,802

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard A. Weidrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Andrew Weidrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYMPHONY FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CHAMPAIGN INVESTMENT COMPANY

CHAMPAIGN INVESTMENT COMPANY

VALMARK SECURITIES, INC.

Primary Firm SEC Registration

SUMMIT WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/15/2009

Series 65

Date: 10/9/2006

SIE

Date: 8/19/2015

Series 7

Date: 11/18/2002

Current Firm

SUMMIT WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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