Richard Weidrick has been Managing Member & Chief Compliance Officer of Summit Wealth Management since May 2015, is a control person of the firm and directly owns 75% or more of it. Richard Weidrick studied at Case Western Reserve University.
Summit Wealth Management LLC is an Akron, OH firm with $120M under management, 198 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Richard A. Weidrick is Managing Partner of Summit Wealth Management, based in Akron, Ohio. He leads the financial services unit at SWM and consults frequently on business valuation, financing and acquisitions.
Richard Weidrick’s longest registration is the current one, 11 years at Summit Wealth Management since 2015. Before joining Summit Wealth Management in 2015, Richard Weidrick was registered through Symphony Financial Services, Inc. and LPL Financial Corporation.
- Summit Wealth Management LLCCurrent– present · 11 yearsAkron, OH · Adviser representative · Firm CRD 226722
- Symphony Financial Services, Inc.– · 6 yearsBath, OH · Adviser representative · Firm CRD 125058
- LPL Financial Corporation– · 2 yearsAkron, OH · Adviser representative · Firm CRD 6413
- Champaign Investment Company– · 1 yearAkron, OH · Adviser representative · Firm CRD 44338
Professional designations
Listed by Summit Wealth Management
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Richard Weidrick is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in August 2015.
- OhioSince 11 August 2015
- TexasResidentSince 13 August 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 June 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2006 |
| Series 7 | General Securities Representative Examination | 18 November 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Andrew Weidrick
- CRD
- 4585823
- Firm
- Summit Wealth Management · CRD 226722
- Role
- Managing Member & Chief Compliance Officer
- Office
- 2150 N CLEVELAND-MASSILLON ROAD, Akron, OH 44333
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- swm1.us
Where does Richard Weidrick work?
Richard Weidrick has been Managing Member & Chief Compliance Officer of Summit Wealth Management LLC since May 2015, and is a control person of the firm.
Is Richard Weidrick a financial advisor?
Yes. Richard Weidrick has a current investment-adviser registration in Ohio and Texas, through Summit Wealth Management since August 2015.
How many years of experience does Richard Weidrick have?
Richard Weidrick has 19 years in the financial industry, since October 2006, across 4 adviser firms.
What exams has Richard Weidrick passed?
Richard Weidrick has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in November 2002. FINRA credited Richard Weidrick with the SIE, which began in October 2018.
Where did Richard Weidrick work before Summit Wealth Management?
Before Summit Wealth Management, Richard Weidrick was registered through LPL Financial Corporation, December 2007 to January 2010; Champaign Investment Company, October 2006 to December 2007.
Where is Richard Weidrick based?
Richard Weidrick’s registered office is in Akron, OH.
Is Richard Weidrick registered with FINRA?
No. Richard Weidrick has no current broker registration.
How can I verify Richard Weidrick’s record?
Search CRD 4585823 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Weidrick’s full registration record.