firm profile
Summit Wealth Partners, LLC
Overview
Summit Wealth Partners, LLC is an SEC registered investment adviser based in Orlando, FL, registered since 2016. It reports $676M in assets under management across 2,040 accounts, with 21 employees. It has 12 investment adviser representatives.
- Reported AUM
- $676M
- Discretionary
- 90%
- Accounts
- 2,040
- Average account
- $331K
- Employees
- 21
- Advisory reps
- 12
- Registered since
- 2016
- Jurisdictions
- 21
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 3
- Chad Aaron Warrick Senior Wealth Advisor, Chief Investment Officer CRD 4013851
- Jason Patrick Print Senior Wealth Advisor, Portfolio Manager CRD 4262936
- William Patrick Michael Kovacs General Counsel CRD 1465530
Advisory reps 3 of 12
- Andrew Christopher Baker Insurance Agent · Investment Adviser Rep CRD 5753450
- Omar Bhangia Investment Adviser Rep CRD 5985156
- Shari Nicole De Ron Investment Adviser Rep CRD 8008465
9 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 800 N Orange Ave Ste 302
Orlando, FL 32801 - County
- Orange
- Metro area
- Orlando-Kissimmee-Sanford, FL
- Region
- South
Registrations
- SEC registered
- Registered in 21 jurisdictions
- Website: mysummitwealth.com
Every state, with registration dates
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