Summit Wealth Partners LLC
Legal Name: SUMMIT WEALTH PARTNERS, LLC
Full Contact Details
Summit Wealth Partners LLC
800 N. ORANGE AVENUE, SUITE 302, ORLANDO, FL
407-656-2252
407-656-8116
Other Info
Summit Wealth Partners LLC, a Florida-based Limited Liability Company, employs 18 professionals to provide advisory services to its 475 clients. The firm's registration with the SEC was approved on May 12, 2016, indicating its compliance with US Securities and Exchange Commission standards.
Certified Financial Planners | Summit Wealth
Summit Wealth Partners offers financial planning, wealth management, and business solutions that help individuals reach their financial goals.
Direct Owners
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CHAD AARON WARRICK
MANAGER, CCO, CO-PRESIDENT & CEO owns less than 5%
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FIDUCIARY PROFESSIONALS LLC
MEMBER owns 75% or more
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JASON PATRICK PRINT
MANAGER, CO-PRESIDENT & CEO owns less than 5%
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WILLIAM PATRICK MICHAEL KOVACS
GENERAL COUNSEL owns less than 5%
Indirect Owners
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CHAD AARON WARRICK
MANAGING MEMBER owns more than 50% but less than 75%
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INVESTORS ADVOCATE LLC
MEMBER owns 75% or more
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JASON PATRICK PRINT
MANAGING MEMBER owns more than 50% but less than 75%