RIA Intel›Advisers›Pennsylvania›SUMSKI, WILLIAM JOSEPH

SUMSKI, WILLIAM JOSEPH

Advisory

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in PA

#1,321

of 1,528 advisers by AUM

Average account

$307K

across 39 accounts

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$12M

Discretionary %

0%

Clients

39

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$12M

Discretionary AUM$0

Non-Discretionary AUM$12M

Discretionary %0%

Total Clients39

Team

Total Employees1

Investment Advisers0

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

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

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ALCCI, LLC

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CHRISTOPHER IAN DIODATO

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ACE WEALTH MANAGEMENT, LLC

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