Summit Wealth Partners, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

283648

SEC number

801-107751

Firm type

RIA

Assets under management

$675.7M as of Mar 27, 2026

Website

www.facebook.com/mysummitwealth ↗

Phone

407-656-2252

Address

800 N. Orange Avenue, Orlando, FL, 32801

Advisors at this firm

12 in our index · page 1 of 1

• Andrew Christopher BakerCRD 5753450 · Naples, FL
  IA Registered
• Omar BhangiaCRD 5985156 · Naples, FL
  IA Registered
• Andrew Michael DickensCRD 5638928 · Orlando, FL
  IA Registered
  Disclosure event(s) on record
• Ryan Michael GavinCRD 6908369 · Wesley Chapel, FL
  IA Registered
• Sharon Kay HooperCRD 2530269 · Grand Rapids, MI
  IA Registered
• Scott KremerCRD 2081834 · Naples, FL
  IA Registered
  Disclosure event(s) on record
• Chad Daniel LeatherwoodCRD 3065436 · Fort Myers, FL
  IA Registered
• Jason Patrick PrintCRD 4262936 · Naples, FL
  IA Registered
• Amanda Elizabeth PateCRD 6848545 · Clover, SC
  IA Registered
• Bradley David TowleCRD 2251976 · Naples, FL
  IA Registered
• Chad Aaron WarrickCRD 4013851 · Orlando, FL
  IA Registered
• Shari Nicole De RonCRD 8008465 · Fort Myers, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.