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 describes itself as a capital allocator that serves individual and family clients as well as institutional and business clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, manager selection, and educational workshops. The firm charges fees via a mix of percentage-of-AUM arrangements plus hourly and fixed-fee engagements, reflecting a blend of ongoing wealth-management relationships and project-based planning work. Summit does not identify as an active ESG investor. It lists an insurance company among its industry affiliations.