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HALEY & SUMMERS WEALTH MANAGEMENT, INC.

Advisory

FORT WAYNE, IN

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in IN
#247
of 270 advisers by AUM
AUM CAGR, 3 year
+13.2%
compound annual growth
Average account
$1M
across 45 accounts
AUM per adviser
$34M
2 advisers
Filing history
5
filings since 2001

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$67M
1-Year AUM Growth
—
3-Year CAGR
+13.2%
Employees
2
Assets Under Management
Total AUM$67M
Discretionary AUM$67M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients45
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingMar 21, 2001
Latest FilingJan 20, 2026
Full AUM trend chart and 5 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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