Summit Wealth Partners, LLC

RIASEC RegisteredEst. 2016

Total AUM

$676M

Discretionary

$605M

90% of AUM

Avg account

$331K

Accounts

2,040

Employees

Advisory reps

Firm details

Headquarters: Orlando, Florida
CRD number: 283648
Registered since: May 12, 2016
Website: www.mysummitwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.91%
Individuals31.31%
Corporations / Businesses2.74%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Summit Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that places assets with third‑party managers in addition to managing portfolios directly. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection-of-other-advisers, and educational seminars/workshops. Summit does not present itself as an active ESG investor and is affiliated with the insurance industry for certain activities.