Summit Wealth Partners, LLC
Summit Wealth Partners, LLC is an SEC-registered mass-market adviser in Orlando, FL with $675.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Summit Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283648, SEC 801-107751, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $675.7M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Orlando, FL
- Employees
- 21
- Clients
- 783
- CRD
- 283648
- Ownership
- FIDUCIARY PROFESSIONALS LLC; WARRICK, CHAD, AARON; KOVACS, WILLIAM, PATRICK MICHAEL; CERVONE, DAVID, PAUL; PRINT, JASON, PATRICK
How much AUM does Summit Wealth Partners, LLC have?
Summit Wealth Partners, LLC reported $675.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Summit Wealth Partners, LLC?
Disclosed owners and executives of Summit Wealth Partners, LLC include FIDUCIARY PROFESSIONALS LLC, WARRICK, CHAD, AARON, KOVACS, WILLIAM, PATRICK MICHAEL, CERVONE, DAVID, PAUL, PRINT, JASON, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.