SEC Form ADV · CIK 2033312

SUMMIT WEALTH PARTNERS, LLC

Registered Investment AdviserFL
$675.7M
Assets Under Management
17
Total Clients
21
Employees
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Registration Details

CIK
2033312
Accession
crd-283648
Location
ORLANDO, FL
Filing Date
March 27, 2026
AUM
$675.7M
Total Clients
17
Institutional Clients
1
Employees
21
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporationsOther

About this Adviser

SUMMIT WEALTH PARTNERS, LLC is a registered investment adviser headquartered in ORLANDO, FL, managing approximately $675.7M in assets across 17 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.