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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Summer Creek Wealth Management LLC
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|---|---|
| CRD # | 165258 |
| SEC # | 801-129913 |
| CIK # | |
| AUM | $46.2 M (2025-03-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-867-5620 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 3.9 |
| (b) Individuals (high net worth individuals) | 37 | 42.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 111 | 46.2 |
| By Discretionary | ||
| Discretionary | 83 | 41.9 |
| Non-Discretionary | 28 | 4.3 |
| Total | 111 | 46.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 46.2 | |
| Total | 111 | 46.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Catalyst Wealth Management LLC
✚
|
TX | 0.0 |
|
Trio Advisors Inc
✚
|
0.0 | |
|
Strategic Swiss Advisors SARL
✚
|
0.0 | |
|
Steward Inc
✚
|
DC | 0.0 |
|
R & R Financial Planners Inc
✚
|
NY | 0.0 |
|
Corinthian Partners Asset Management LLC
✚
|
NY | 0.0 |
|
Southwestern Money Management LLC
✚
|
TX | 0.0 |
|
Mohawk Capital Advisors LLC
✚
|
0.0 | |
|
Taglich Brothers Inc
✚
|
NY | 0.0 |
|
Glassman Wealth Management LLC
✚
|
0.0 |