SUMMIT WEALTH PARTNERS, LLC

ORLANDO, Florida·4 registered advisors·CRD# 283648

SEC# 801-1077514407-656-2252

01

Firm Overview

AUM

$630M

Regulatory assets under management

Employees

19

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SUMMIT WEALTH PARTNERS, LLC

4 registered advisors

Chad Aaron Warrick

ORLANDO, Florida

David Paul Cervone

ORLANDO, Florida

Jason Patrick Print

ORLANDO, Florida

Mitchell Lee Levin

ORLANDO, Florida

05

Office Locations

ORLANDO, Florida

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Data sourced from SEC Form ADV filings. SUMMIT WEALTH PARTNERS, LLC (CRD# 283648) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.