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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Wealth Partners LLC
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|---|---|
| CRD # | 283648 |
| SEC # | 801-107751 |
| CIK # | 0002033312 |
| AUM | $629.7 M (2025-03-28) |
| Employees | 19 (53% Investors, 0% Brokers) |
| Phone | 407-656-2252 |
| Address | 800 N Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Brown & Brown Inc | 22.4 | ||
| Procter & Gamble Co | 8.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 638 | 190.5 |
| (b) Individuals (high net worth individuals) | 127 | 419.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 19.6 |
| (n) Other | 9 | 0.0 |
| Total | 1,966 | 629.7 |
| By Discretionary | ||
| Discretionary | 1,865 | 580.9 |
| Non-Discretionary | 101 | 48.9 |
| Total | 1,966 | 629.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 625.9 | |
| Total | 1,966 | 629.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002033312] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bluechip Wealth Advisors LLC
✚
|
GA | 0.6 |
|
Waller Financial Planning Group Inc
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|
OH | 0.6 |
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John E Sestina and Company
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OH | 0.6 |
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Ascension Capital Advisors Inc
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TX | 0.6 |
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Klaas Financial Asset Advisors LLC
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IL | 0.6 |
|
MinichMacGregor Wealth Management LLC
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|
NY | 0.6 |
|
CL Wealth Management LLC
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|
IL | 0.6 |
|
Altrius Capital Management Inc
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|
MI | 0.6 |
|
Broadview Financial Management LLC
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|
WI | 0.6 |
|
Materetsky Financial Group Inc
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|
FL | 0.6 |