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SUMMIT WEALTH PARTNERS, LLC
CRD 283648File 801-107751
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 783 | 774 | decreased by9 |
| Apr 1, 2026 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2026 | Clients | 776 | 783 | increased by7 |
| Apr 1, 2026 | AUM | $629,747,362 | $675,661,242 | increased by$45,913,880 |
| Apr 1, 2026 | Accounts | 1,966 | 2,040 | increased by74 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 19 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 796 | 776 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $648,870,628 | $629,747,362 | decreased by$19,123,266 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,015 | 1,966 | decreased by49 |
| Apr 1, 2022 | Employees | 18 | 20 | increased by2 |
| Apr 1, 2022 | Clients | 731 | 796 | increased by65 |
| Apr 1, 2022 | AUM | $571,040,193 | $648,870,628 | increased by$77,830,435 |
| Apr 1, 2022 | Accounts | 1,876 | 2,015 | increased by139 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SUMMIT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUMMIT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.