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SUMMIT WEALTH PARTNERS, LLC
CRD 283648File 801-107751
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$675.7M
Above cohort median (national)
Discretionary AUM
$605.3M
Non-discretionary $70.3M
Clients
774
2,040 accounts
Employees
21
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 12, 2016
- Principal office
- 800 N. ORANGE AVENUE, SUITE 302, ORLANDO, FL, 32801
- Phone
- 407-656-2252
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $675.7M
- Discretionary AUM
- $605.3M
- Non-discretionary AUM
- $70.3M
- Discretionary accounts
- 1,885
- Non-discretionary accounts
- 155
- Total accounts
- 2,040
- AUM per client
- $873K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $18.5M |
| Charitable organizations | 1 | $271K |
| High net worth individuals | 131 | $445.3M |
| Individuals (other than high net worth individuals) | 639 | $211.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 783 | 774 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.