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| Summit Wealth Partners LLC
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|---|---|
| CRD # | 283648 |
| SEC # | 801-107751 |
| CIK # | 0002033312 |
| AUM | 675.7 M (2026-03-27) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 407-656-2252 |
| Address | 800 N Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Brown & Brown Inc | 13.2 | ||
| Nvidia Corp | 10.1 | ||
| Apple Inc | 8.9 | ||
| Procter & Gamble Co | 7.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 639 | 211.6 |
| (b) Individuals (high net worth individuals) | 131 | 445.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (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 | 3 | 18.5 |
| (n) Other | 9 | 0.0 |
| Total | 2,040 | 675.7 |
| By Discretionary | ||
| Discretionary | 1,885 | 605.3 |
| Non-Discretionary | 155 | 70.3 |
| Total | 2,040 | 675.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 675.7 | |
| Total | 2,040 | 675.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002033312] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 17 |
| Serves | Institutional, Retail, Research |
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