SUMMIT WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$675,661,242
Discretionary
$605,319,058
Non-discretionary
$70,342,184
Firm details
- CRD number
- 283648
- SEC file number
- 801-107751
- Main office
- ORLANDO, FL, United States
- Employees
- 21
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.