Summit Wealth Partners, LLC

Summit Wealth Partners, LLC (CRD# 283648) is a financial advisory firm headquartered in Orlando, FL. They manage $629,505,333 in 2,167 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
800 N. Orange Avenue, Suite 302, Orlando, FL 32801
http://www.mysummitwealth.com
By the Numbers
  • Total Assets Under Management
    630
    MILLION
  • Total Number of Accounts
    2,167
    ACCOUNTS
  • Average Account Value
    $290,496
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Summit Wealth Partners, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Andrew Baker, financial advisor Naples FL
Andrew C. Baker
CRD#: 5753450
999 Vanderbilt Beach Road, Ste 609, Naples, FL 34108

Andrew Baker (CRD# 5753450) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 14 years of experience in the finance industry.

2
Kristiana Daniels, financial advisor Naples FL
Kristiana J. Daniels
CRD#: 6589735
999 Vanderbilt Beach Road, Suite 609, Naples, FL 34108

Kristiana Daniels (CRD# 6589735) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 8 years of experience in the finance industry.

3
Andrew Dickens, financial advisor Orlando FL
Andrew M. Dickens
CRD#: 5638928
800 N. Orange Avenue, Suite 302, Orlando, FL 32801

Andrew Dickens (CRD# 5638928) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 10 years of experience in the finance industry.

4
Ryan Gavin, financial advisor Orlando FL
Ryan M. Gavin
CRD#: 6908369
800 N. Orange Avenue, Suite 302, Orlando, FL 32801

Ryan Gavin (CRD# 6908369) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 6 years of experience in the finance industry.

5
Sharon Hooper, financial advisor Orlando FL
Sharon K. Hooper
CRD#: 2530269
800 N. Orange Avenue, Suite 302, Orlando, FL 32801

Sharon Hooper (CRD# 2530269) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 29 years of experience in the finance industry.

6
Jeffrey Janson, financial advisor Naples FL
Jeffrey E. Janson
CRD#: 1776745
999 Vanderbilt Beach Rd., Ste 609, Naples, FL 34108

Jeffrey Janson (CRD# 1776745) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 36 years of experience in the finance industry.

7
Chad Leatherwood, financial advisor Fort Myers FL
Chad D. Leatherwood
CRD#: 3065436
15050 Elderberry Lane, Suite 6-1, Fort Myers, FL 33907

Chad Leatherwood (CRD# 3065436) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Fort Myers, FL and has over 24 years of experience in the finance industry.

8
Amanda Pate, financial advisor Orlando FL
Amanda E. Pate
CRD#: 6848545
800 N. Orange Avenue, Suite 302, Orlando, FL 32801

Amanda Pate (CRD# 6848545) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has 1 year of experience in the finance industry.

9
Jason Print, financial advisor Naples FL
Jason P. Print
CRD#: 4262936
999 Vanderbilt Beach Road, Suite 609, Naples, FL 34108

Jason Print (CRD# 4262936) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 21 years of experience in the finance industry.

10
Bradley Towle, financial advisor Naples FL
Bradley D. Towle
CRD#: 2251976
999 Vanderbilt Beach Road, Suite 609, Naples, FL 34108

Bradley Towle (CRD# 2251976) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 17 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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