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Summit Wealth Partners, LLC CRD 283648
$676M regulatory AUM 17 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-02 |
| LA | RA | APPROVED | 2024-05-07 |
| NM | RA | APPROVED | 2024-03-28 |
| CO | RA | APPROVED | 2024-03-26 |
| IL | RA | APPROVED | 2024-03-26 |
| MO | RA | APPROVED | 2024-03-26 |
| PA | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED | 2024-03-26 |
| VA | RA | APPROVED | 2024-03-26 |
| WA | RA | APPROVED | 2024-03-26 |
| WI | RA | APPROVED | 2024-03-26 |
| CA | RA | APPROVED | 2024-01-16 |
| FL | RA | APPROVED | 2024-01-16 |
| SC | RA | APPROVED | 2024-01-16 |
| GA | RA | APPROVED | 2016-08-26 |
| NC | RA | APPROVED | 2016-06-30 |
| OH | RA | APPROVED | 2016-06-30 |
Branch Locations
999 Vanderbilt Beach Road Suite 609, Naples, FL 34108 • United States
800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Partners, Llc | Naples | FL | 12/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-29 |
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