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Summit Wealth Partners, LLC

● SEC registered since 2016CRD 283648SEC# 801-107751Orlando, FL
Export (members)
Reg. AUM
$629.7M
Employees
19
Accounts
1,966
Location
Orlando, FL

Summit Wealth Partners, LLC assets under management

Summit Wealth Partners, LLC is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2016. It reports $629.7 million in regulatory assets under management and employs 19 people.
www.facebook.com/mysummitwealthView on SEC.gov ↗

Summit Wealth Partners, LLC owners & executives

9 reported
NameTitleOwnershipSince
Chad Aaron Warrick ControlManager, Cco, Co-President & CeoUnder 5%2017
Fiduciary Professionals LLC ControlMember50-75%2015
Jason Patrick Print ControlManager, Co-President & CeoUnder 5%2017
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Frequently asked questions

How much does Summit Wealth Partners, LLC manage?

Summit Wealth Partners, LLC reports $629.7 million in regulatory assets under management on its Form ADV.

How many employees does Summit Wealth Partners, LLC have?

Summit Wealth Partners, LLC reports 19 employees.

Where is Summit Wealth Partners, LLC located?

Summit Wealth Partners, LLC is based in Orlando, FL and has been SEC-registered since 2016.

Does Summit Wealth Partners, LLC disclose fund performance?

Summit Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address800 N. Orange Avenue, Suite 302, Orlando, FL 32801
Phone407-656-2252
Fax407-656-8116
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2033312
Discloses disciplinary historyNo

Assets under management

Discretionary$580.9M
Non-discretionary$48.9M
Total (RAUM)$629.7M