# Summer Creek Wealth Management

Summer Creek Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 165258
- **SEC file number:** 801-129913
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165258

## About

Summer Creek Wealth Management, LLC is an SEC-registered investment adviser since 2024. The firm manages $51 million in assets, $50 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What types of investments does Summer Creek Wealth Management make?

The firm constructs portfolios across public equities, fixed income, and alternative assets. It emphasizes diversification and comprehensive financial planning. No specific private equity, venture capital, or direct investment deals are documented in public sources.

### Who founded Summer Creek Wealth Management?

No founder name is publicly available. The firm's ownership structure and principal identities are not disclosed in public registries or media sources.

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Last updated: 2026-07-06T01:24:26.246Z

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