Be advised. This firm is no longer registered.

Summit Wealth Partners, LLC

Summit Wealth Partners, LLC (CRD# 134620) is a financial advisory firm headquartered in Orlando, FL. They manage $378,000,000 in 1,020 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    378
    MILLION
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $370,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, MI, NC, OH, SC, TX, VA

Financial Advisors at Summit Wealth Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jack Malarik
CRD#: 1222015
401 South Street, Chardon, OH 44024
102
Wealthminder
score

Jack Malarik (CRD# 1222015) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Chardon, OH and has 30 years of experience in the finance industry.

2
Kelly J. Carter
CRD#: 2199445
2100 Palomar Airport Rd Ste 214-8, Carlsbad, CA 92011
100
Wealthminder
score

Kelly Carter (CRD# 2199445) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Carlsbad, CA and has over 21 years of experience in the finance industry.

3
Jessica Feliciano
CRD#: 6473972
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
89
Wealthminder
score

Jessica Feliciano (CRD# 6473972) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 3 years of experience in the finance industry.

4
David L. McGuire
CRD#: 2093136
2100 Palomar Airport Road, Suite 214-8, Carlsbad, CA 92011
56
Wealthminder
score

David McGuire (CRD# 2093136) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Carlsbad, CA and has over 7 years of experience in the finance industry.

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