Summit Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated March 27, 2026, reports $676M in regulatory assets under management, 21 employees, 6 offices, and 2,040 accounts.
Assets Under Management
$676M
Employees
21
Offices
6 offices
Total Clients
783
Primary office
ORLANDO, FL
800 N. ORANGE AVENUE, SUITE 302, ORLANDO, FL, United States
Top client segmentIndividuals represent 81.6% of total clients.
Top client categories% of clientsClients
1
Individuals
81.6%
639
2
HNWI
16.7%
131
3
RETIRMENT PLANS
1.1%
9
4
Corporations
0.4%
3
5
Charitable
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$676Mas of March 27, 2026
Discretionary89.6%
$605M
90% of total RAUM89.6%
Non-discretionary10.4%
$70M
10% of total RAUM10.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$676M
Total Accounts2,040
10Y AUM Change+$279M (+70.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.