SEC Form ADV · CIK 2033312

SUMMIT WEALTH PARTNERS, LLC

Registered Investment AdviserFL
$675.7M
Assets Under Management
2,040
Total Clients
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Registration Details

CIK
2033312
Accession
CRD-283648
Location
ORLANDO, FL
Filing Date
March 27, 2026
AUM
$675.7M
Total Clients
2,040
Amendment
No

About this Adviser

SUMMIT WEALTH PARTNERS, LLC is a registered investment adviser headquartered in ORLANDO, FL, managing approximately $675.7M in assets across 2,040 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.