Investment adviser · CRD 134620

SUMMIT WEALTH PARTNERS, LLC

Investment adviser filing (IA)

ORLANDO, FL, United States · Form ADV filed Mar 29, 2016

Regulatory AUM
$378M
Form ADV · Item 5.F
Client accounts
1,020
Accounts, not individual clients
Employees
26
Reported in this filing
Advisory professionals
15
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 29, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

800 N. MAGNOLIA AVENUE, SUITE 105
ORLANDO, FL, 32803, United States

CRD 134620

Filing source

Form ADV 1004092 · Mar 29, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.