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 - 10 of 18 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 20 years of experience in the finance industry.

3
Jason P. Print
CRD#: 4262936
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
96
Wealthminder
score

Jason Print (CRD# 4262936) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 14 years of experience in the finance industry. Jason Print has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeffrey D. Bliss
CRD#: 4698293
817 S University Dr Ste 102, Plantation, FL 33324
93
Wealthminder
score

Jeffrey Bliss (CRD# 4698293) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Plantation, FL and has over 8 years of experience in the finance industry.

5
Andrew T. Hansen
CRD#: 5285016
777 E Tahquitz Canyon Way, Suite 323, Palm Springs, CA 92262
93
Wealthminder
score

Andrew Hansen (CRD# 5285016) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Palm Springs, CA and has over 9 years of experience in the finance industry.

6
Mitchell L. Levin
CRD#: 5239712
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
93
Wealthminder
score

Mitchell Levin (CRD# 5239712) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 9 years of experience in the finance industry.

7
Bradley D. Towle
CRD#: 2251976
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
93
Wealthminder
score

Bradley Towle (CRD# 2251976) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 10 years of experience in the finance industry.

8
Chad A. Warrick
CRD#: 4013851
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
93
Wealthminder
score

Chad Warrick (CRD# 4013851) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 16 years of experience in the finance industry.

9
Jessica Feliciano
CRD#: 6473972
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
88
Wealthminder
score

Jessica Feliciano (CRD# 6473972) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has 1 year of experience in the finance industry.

10
Kristiana J. Daniels
CRD#: 6589735
9045 Strada Stell Ct, Ste 101, Naples, FL 34109
87
Wealthminder
score

Kristiana Daniels (CRD# 6589735) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has 1 year of experience in the finance industry.

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