Summit Wealth Partners, LLC

Summit Wealth Partners, LLC (CRD# 283648) 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 12 states (or territories).

Current Firm Details
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
http://www.truemarketmodels.com
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.

CA, FL, GA, KS, LA, MI, MO, NC, OH, SC, TX, VA

Financial Advisors at Summit Wealth Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Rossi, financial advisor Boardman OH
Michael T. Rossi
CRD#: 1387015
1039-b Boardman-canfield Road, Boardman, OH 44512
93
Wealthminder
score

Michael Rossi (CRD# 1387015) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Boardman, OH and has over 15 years of experience in the finance industry.

2
David Cervone, financial advisor Youngstown OH
David P. Cervone
CRD#: 702247
Youngstown, OH
81
Wealthminder
score

David Cervone (CRD# 702247) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Youngstown, OH and has over 8 years of experience in the finance industry.

3
Susan Waters, financial advisor Orlando FL
Susan M. Waters
CRD#: 1591121
800 N. Magnolia Avenue, Suite 105, Orlando, FL 32803
81
Wealthminder
score

Susan Waters (CRD# 1591121) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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