SUMMIT WEALTH PARTNERS, INC
Legal name: SUMMIT WEALTH PARTNERS, INC.
CRD #134620 SEC #801-64042 ORLANDO, FL 407.656.2252
SEC Registered
Total AUM
$378M
Discretionary
$338M
Employees
26
Clients
101
Accounts
1,020
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $378M | $338M | $40M | 26 | 400 |
| Mar 2016 | $378M | $338M | $40M | 26 | 400 |
| Mar 2016 | $378M | $338M | $40M | 26 | 400 |
| Mar 2016 | $378M | $338M | $40M | 26 | 400 |
| Dec 2015 | $349M | $309M | $40M | 15 | 400 |
| Mar 2015 | $349M | $309M | $40M | 15 | 400 |
| Nov 2014 | $274.5M | $254.8M | $19.6M | 15 | 400 |
| Mar 2014 | $274.5M | $254.8M | $19.6M | 11 | 400 |
| Dec 2013 | $263M | $240M | $23M | 12 | 400 |
| Jul 2013 | $263M | $240M | $23M | 12 | 400 |
| Apr 2013 | $263M | $240M | $23M | 12 | 400 |
| Mar 2013 | $263M | $240M | $23M | 12 | 400 |
| Jan 2013 | $250M | $235M | $15M | 14 | 400 |
| Oct 2012 | $250M | $235M | $15M | 6 | 400 |
| Oct 2012 | $250M | $235M | $15M | 6 | 400 |
| Oct 2012 | $250M | $235M | $15M | 6 | 400 |
| Mar 2012 | $175.8M | $163M | $12.8M | 6 | 700 |
| Mar 2012 | $176M | $176M | $0 | 6 | 700 |
| Jul 2011 | $243.9M | $171.5M | $72.4M | 10 | -- |
| Jun 2011 | $243.9M | $171.5M | $72.4M | 10 | -- |
| May 2011 | $243.9M | $171.5M | $72.4M | 10 | -- |
| May 2011 | $243.9M | $171.5M | $72.4M | 10 | -- |
| Mar 2011 | $30.6M | $23.2M | $7.4M | 5 | -- |
| Mar 2010 | $29.7M | $22.8M | $6.9M | 5 | -- |
| Mar 2009 | $27.4M | $27.4M | $0 | 5 | -- |
| Jan 2008 | $32.2M | $25.6M | $6.7M | 5 | -- |
| Jan 2007 | $29.4M | $24.9M | $4.5M | 5 | -- |
| Feb 2006 | $34M | $22M | $12M | 5 | -- |
| Jan 2006 | $32M | $22M | $10M | 5 | -- |
| Nov 2005 | $30.7M | $18.3M | $12.4M | 5 | -- |
| May 2005 | $30.7M | $18.3M | $12.4M | 5 | -- |
DateMar 2016
Total AUM$378M
Discretionary$338M
Non-Disc.$40M
Employees26
Clients400
DateMar 2016
Total AUM$378M
Discretionary$338M
Non-Disc.$40M
Employees26
Clients400
DateMar 2016
Total AUM$378M
Discretionary$338M
Non-Disc.$40M
Employees26
Clients400
DateMar 2016
Total AUM$378M
Discretionary$338M
Non-Disc.$40M
Employees26
Clients400
DateDec 2015
Total AUM$349M
Discretionary$309M
Non-Disc.$40M
Employees15
Clients400
DateMar 2015
Total AUM$349M
Discretionary$309M
Non-Disc.$40M
Employees15
Clients400
DateNov 2014
Total AUM$274.5M
Discretionary$254.8M
Non-Disc.$19.6M
Employees15
Clients400
DateMar 2014
Total AUM$274.5M
Discretionary$254.8M
Non-Disc.$19.6M
Employees11
Clients400
DateDec 2013
Total AUM$263M
Discretionary$240M
Non-Disc.$23M
Employees12
Clients400
DateJul 2013
Total AUM$263M
Discretionary$240M
Non-Disc.$23M
Employees12
Clients400
DateApr 2013
Total AUM$263M
Discretionary$240M
Non-Disc.$23M
Employees12
Clients400
DateMar 2013
Total AUM$263M
Discretionary$240M
Non-Disc.$23M
Employees12
Clients400
DateJan 2013
Total AUM$250M
Discretionary$235M
Non-Disc.$15M
Employees14
Clients400
DateOct 2012
Total AUM$250M
Discretionary$235M
Non-Disc.$15M
Employees6
Clients400
DateOct 2012
Total AUM$250M
Discretionary$235M
Non-Disc.$15M
Employees6
Clients400
DateOct 2012
Total AUM$250M
Discretionary$235M
Non-Disc.$15M
Employees6
Clients400
DateMar 2012
Total AUM$175.8M
Discretionary$163M
Non-Disc.$12.8M
Employees6
Clients700
DateMar 2012
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees6
Clients700
DateJul 2011
Total AUM$243.9M
Discretionary$171.5M
Non-Disc.$72.4M
Employees10
Clients--
DateJun 2011
Total AUM$243.9M
Discretionary$171.5M
Non-Disc.$72.4M
Employees10
Clients--
DateMay 2011
Total AUM$243.9M
Discretionary$171.5M
Non-Disc.$72.4M
Employees10
Clients--
DateMay 2011
Total AUM$243.9M
Discretionary$171.5M
Non-Disc.$72.4M
Employees10
Clients--
DateMar 2011
Total AUM$30.6M
Discretionary$23.2M
Non-Disc.$7.4M
Employees5
Clients--
DateMar 2010
Total AUM$29.7M
Discretionary$22.8M
Non-Disc.$6.9M
Employees5
Clients--
DateMar 2009
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$32.2M
Discretionary$25.6M
Non-Disc.$6.7M
Employees5
Clients--
DateJan 2007
Total AUM$29.4M
Discretionary$24.9M
Non-Disc.$4.5M
Employees5
Clients--
DateFeb 2006
Total AUM$34M
Discretionary$22M
Non-Disc.$12M
Employees5
Clients--
DateJan 2006
Total AUM$32M
Discretionary$22M
Non-Disc.$10M
Employees5
Clients--
DateNov 2005
Total AUM$30.7M
Discretionary$18.3M
Non-Disc.$12.4M
Employees5
Clients--
DateMay 2005
Total AUM$30.7M
Discretionary$18.3M
Non-Disc.$12.4M
Employees5
Clients--