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SUMMER CREEK WEALTH MANAGEMENT, LLC
CRD 165258 · SEC 801-129913
NY, United States
Phone
518-867-5620
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$50.8M
Discretionary AUM
$50.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.3M |
| High net worth individuals | 39 | $47.4M |
States served
NY, FL
Official SEC filing: View on IAPD