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Investors Advocate LLC

MemberSummit Wealth Partners, LLC

About Investors Advocate LLC

Investors Advocate LLC is listed as Member at Summit Wealth Partners, LLC in Orlando, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Summit Wealth Partners, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Investors Advocate LLC work?

Investors Advocate LLC is listed as Member at Summit Wealth Partners, LLC on SEC Form ADV.

How much of Summit Wealth Partners, LLC does Investors Advocate LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Summit Wealth Partners, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2015
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