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
By the Numbers
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Total Assets Under Management630MILLION
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Total Number of Accounts2,167ACCOUNTS
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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
Registered Investment Advisor
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
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