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 6 offices throughout the country.

SUMMIT WEALTH PARTNERS, LLC is a Orlando, Florida based Financial Planning firm with nearly $565,716,969 assets under management, offering retirement planning & investment advisory services to 2090 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283648
SEC#	801-107751
Assets Managed by Firm	$565,716,969
No. of Clients	2090
No. of Advisors	20

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2090	$565,716,969
Individuals (other than high net worth individuals)	699	$184,099,428
High net worth individuals	121	$350,189,593
Pension and profit sharing plans	15	$10,437,209
Charitable organizations	0	$5,917,290
Corporations or other businesses	Fewer than 5 clients	$15,073,449

Inquire with SUMMIT WEALTH PARTNERS, LLC

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