Summit Wealth Partners, LLC
Summit Wealth Partners, LLC (CRD# 283648) is a financial advisory firm headquartered in Orlando, FL. They manage $629,505,333 in 2,167 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management630MILLION
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Total Number of Accounts2,167ACCOUNTS
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Average Account Value$290,496
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, GA, IL, LA, MI, MO, NC, NJ, NM, OH, PA, SC, TX, VA, WA, WI
Andrew Baker (CRD# 5753450) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 14 years of experience in the finance industry.
Kristiana Daniels (CRD# 6589735) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 8 years of experience in the finance industry.
Andrew Dickens (CRD# 5638928) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 10 years of experience in the finance industry.
Ryan Gavin (CRD# 6908369) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 6 years of experience in the finance industry.
Sharon Hooper (CRD# 2530269) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 29 years of experience in the finance industry.
Jeffrey Janson (CRD# 1776745) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 36 years of experience in the finance industry.
Chad Leatherwood (CRD# 3065436) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Fort Myers, FL and has over 24 years of experience in the finance industry.
Amanda Pate (CRD# 6848545) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has 1 year of experience in the finance industry.
Jason Print (CRD# 4262936) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 21 years of experience in the finance industry.
Bradley Towle (CRD# 2251976) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 17 years of experience in the finance industry.