1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SUMMIT WEALTH PARTNERS, LLC

Map pinORLANDO, FL
Phone407-656-2252
NotebookSEC #801-107751
Total AUM
$675.7M
Employees
21
Clients
783

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 N. ORANGE AVENUE
SUITE 302
ORLANDO
FL 32801
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
407-656-2252
Other Offices
6

ReceiptFinancials

Total AUM
$675.7M
Accounts
2,040
Discretionary
$605.3M
Accounts
1,885
Non-Discretionary
$70.3M
Accounts
155

ContactClients

View more in analytics →

Individual Clients
639
AUM
$211.6M
HNW Individual Clients
131
AUM
$445.3M
Charitable Organization Clients
1
AUM
$270.6K
Corporation or Business Clients
3
AUM
$18.5M
Other Clients
9
AUM
$0
Description of Other Clients
RETIRMENT PLANS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILLAMIMNMONCNJNMNYOHPASCTXVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account