SUMMIT WEALTH PARTNERS, LLC

CRD 283648 · SEC 801-107751

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800 N. ORANGE AVENUE, SUITE 302, ORLANDO, FL, 32801, United States

Phone

407-656-2252

Fax

407-656-8116

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$675.7M

Discretionary AUM

$605.3M

Team

21 total employees; 12 advisory reps; 17 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	639	$211.6M
High net worth individuals	131	$445.3M
Charitable organizations	1	$271K
Corporations/business entities	3	$18.5M

States served

AZ, CA, CO, GA, IL, LA, MI, MN, NJ, NM, NY, NC, OH, PA, SC, VA, WI, MO, WA, TX, FL

All web addresses on file

https://www.facebook.com/mysummitwealth
HTTP://WWW.MYSUMMITWEALTH.COM
https://www.linkedin.com/company/mysummitwealth/posts/?feedView=all
https://www.youtube.com/channel/UC1Bt_uHouqalD-iQODN8sXg/

Official SEC filing: View on IAPD