Summit Wealth Partners, LLC
● SEC registered since 2016CRD 283648SEC# 801-107751Orlando, FL
Reg. AUM
$675.7M
Employees
21
Accounts
2,040
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 $675.7 million in regulatory assets under management and employs 21 people.
Summit Wealth Partners, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Aaron Warrick Control | Manager, Cco, Co-President & Ceo | Under 5% | 2017 |
| Fiduciary Professionals LLC Control | Member | 50-75% | 2015 |
| Jason Patrick Print Control | Manager, Co-President & Ceo | Under 5% | 2017 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Summit Wealth Partners, LLC manage?
Summit Wealth Partners, LLC reports $675.7 million in regulatory assets under management on its Form ADV.
How many employees does Summit Wealth Partners, LLC have?
Summit Wealth Partners, LLC reports 21 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
| Address | 800 N. Orange Avenue, Suite 302, Orlando, FL 32801 |
| Phone | 407-656-2252 |
| Fax | 407-656-8116 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2033312 |
| Discloses disciplinary history | No |
Regulatory AUM
$675.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$675.7Mregulatory AUM
Discretionary $605.3MNon-discretionary $70.3M