SUMMIT WEALTH PARTNERS, LLC

800 N. Orange Avenue
Suite 302
Orlando, Florida 32801
Tel: 407-656-2252

About SUMMIT WEALTH PARTNERS, LLC

SUMMIT WEALTH PARTNERS, LLC, formally registered with the SEC as SUMMIT WEALTH PARTNERS, LLC. The firm was established in 05/12/2016. They have over 5 offices throughout the country.

SUMMIT WEALTH PARTNERS, LLC is a Orlando, Florida based Financial Planning firm with nearly $629,505,333 assets under management, offering retirement planning & investment advisory services to 2167 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283648
SEC#	801-107751
Assets Managed by Firm	$629,505,333
No. of Clients	2167
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2167	$629,505,333
Individuals (other than high net worth individuals)	709	$198,847,453
High net worth individuals	128	$394,473,001
Pension and profit sharing plans	13	$11,210,034
Charitable organizations	Fewer than 5 clients	$6,435,716
Corporations or other businesses	Fewer than 5 clients	$18,539,129

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