Summit Wealth Partners, LLC

Summit Wealth Partners, LLC (CRD# 283648) is a financial advisory firm headquartered in Orlando, FL. They manage $571,040,193 in 1,876 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    571
    MILLION
  • Total Number of Accounts
    1,876
    ACCOUNTS
  • Average Account Value
    $304,392
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
  • Educational seminars/workshops
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, CO, FL, GA, IL, IN, KS, LA, MD, MI, MO, NC, NJ, OH, PA, SC, TX, VA

Financial Advisors at Summit Wealth Partners, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Chad A. Warrick
CRD#: 4013851
800 N. Orange Avenue, Suite 302, Orlando, FL 32801

Chad Warrick (CRD# 4013851) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 21 years of experience in the finance industry.

12
Benjamin D. White
CRD#: 5156910
9045 Strada Stell Ct, Ste 101, Naples, FL 34109

Benjamin White (CRD# 5156910) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 14 years of experience in the finance industry.

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