|
⚲
|
| Summit Wealth Partners LLC
✚
| |
|---|---|
| CRD # | 283648 |
| SEC # | 801-107751 |
| CIK # | 0002033312 |
| AUM | $629.5 MM (2024-03-26) |
| Employees | 19 (47% Investors, 0% Brokers) |
| Phone | 407-656-2252 |
| Address | 800 N Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BRO | 16,290.0 | 21.2 | |
| AAPL | 2,382,844.0 | 4.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 709 | 198.8 |
| (b) Individuals (high net worth individuals) | 128 | 394.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 11.2 |
| (h) Charitable organizations | 0 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 18.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,167 | 629.5 |
| By Discretionary | ||
| Discretionary | 2,049 | 601.8 |
| Non-Discretionary | 118 | 27.7 |
| Total | 2,167 | 629.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 629.5 | |
| Total | 2,167 | 629.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002033312] |
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|---|---|---|
|
Walkner Condon Financial Advisors LLC
✚
|
WI | 0.6 |
|
CIM LLC
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|
NY | 0.6 |
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Riskbridge Advisors LLC
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CT | 0.6 |
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Galecki Financial Management Inc
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IN | 0.6 |
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Net Worth Advisory Group LLC
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UT | 0.6 |
|
Probity Advisors Inc
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TX | 0.6 |
|
Catalina Capital Group LLC
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|
CA | 0.6 |
|
Asset Allocation Strategies LLC
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MI | 0.6 |
|
Baron Wealth Management LLC
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MI | 0.6 |
|
Gitterman Wealth Management LLC
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NJ | 0.6 |