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RIA / WealthAdvisorPersonal Financial Specialist28 years in industry

RICHARD ANDREW WEIDRICK

Advisor at SUMMIT WEALTH MANAGEMENT LLC

AKRON, OH

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Search this name across graphsid dfx:ria:19525753-5e0f-e25d-3e70-66876387d865

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Personal Financial Specialist
Exams: S65|S63
First exam: Oct 9, 2006
First registration: Oct 24, 2006
Dual registered: no
IAPD individual key: 4585823

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT WEALTH MANAGEMENT LLC	Independent wealth	Aug 11, 2015	n/a	yes	AKRON, OH	Current employment
SYMPHONY FINANCIAL SERVICES, INC.	Independent wealth	Feb 19, 2009	Sep 17, 2015	no	BATH, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 3, 2007	Jan 25, 2010	no	AKRON, OH\|AKRON, OH\|AKRON, OH	Previous registration
CHAMPAIGN INVESTMENT COMPANY	n/a	Oct 24, 2006	Dec 6, 2007	no	AKRON, OH\|DUBLIN, OH\|DUBLIN, OH\|DUBLIN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SYMPHONY FINANCIAL SERVICES, INC.	SUMMIT WEALTH MANAGEMENT LLC	Sep 17, 2015	Aug 11, 2015	-37	Firm change after gap	Other
LPL FINANCIAL LLC	SYMPHONY FINANCIAL SERVICES, INC.	Jan 25, 2010	Feb 19, 2009	-340	Firm change after gap	Other
CHAMPAIGN INVESTMENT COMPANY	LPL FINANCIAL LLC	Dec 6, 2007	Dec 3, 2007	-3	Firm change	Other

Relationships

Registered with (4)

→ SUMMIT WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Aug 11, 2015 to presentfactForm ADV
→ SYMPHONY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 19, 2009 to Sep 17, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 3, 2007 to Jan 25, 2010factForm ADV
→ CHAMPAIGN INVESTMENT COMPANYRegistered adviserregistration: previous registration
Oct 24, 2006 to Dec 6, 2007factForm ADV

Dated events

No dated event names this entity yet.