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SUMMIT WEALTH PARTNERS, LLC

ORLANDO, FL · CRD 283648 · IAPD ↗ · 407-656-2252

$675.7MRegulatory AUM
12Advisory reps
21Employees
17Clients
11-25Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — SUMMIT WEALTH PARTNERS, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — SUMMIT WEALTH PARTNERS, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
February 2026 — SUMMIT WEALTH PARTNERS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — SUMMIT WEALTH PARTNERS, LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — SUMMIT WEALTH PARTNERS, LLC now reports custody of client assets ($444.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
January 2025 — SUMMIT WEALTH PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — SUMMIT WEALTH PARTNERS, LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.