Summit Wealth Partners, LLC

Summit Wealth Partners, LLC (CRD# 283648) is a financial advisory firm headquartered in Orlando, FL. They manage $565,716,969 in 2,090 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    2,090
    ACCOUNTS
  • Average Account Value
    $270,678
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, LA, MI, MO, NC, NJ, NM, OH, PA, SC, TX, VA, WA, WI

Financial Advisors at Summit Wealth Partners, LLC
Showing 11 - 11 of 11 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 24 years of experience in the finance industry.

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