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).
Total Assets Under Management571MILLION
Total Number of Accounts1,876ACCOUNTS
Average Account Value$304,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, MI, MO, NC, NJ, OH, PA, SC, TX, VA
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.
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.