RIA Intel›Advisers›Florida›SUMMIT WEALTH PARTNERS, LLC

SUMMIT WEALTH PARTNERS, LLC

Advisory

N·ORLANDO, FL

Data as of Mar 29, 2016 · Source: SEC Form ADV

Total AUM

$378M

1-Year AUM Growth

+8.3%

3-Year CAGR

+12.8%

Employees

15

Assets Under Management

Total AUM$378M

Discretionary AUM$338M

Non-Discretionary AUM$40M

Discretionary %89.4%

Total Clients—

Team

Total Employees15

Investment Advisers26

Employee Growth (1Y)—

Filing History

Total Filings on Record37

First FilingMar 7, 2005

Latest FilingMar 29, 2016

🔒 Full AUM trend chart and 37 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SUMMIT WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.