RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 18, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALLECA, ANGELO, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
ALLECA, ANGELO, ANTHONYIPRESIDENT / CHIEF COMPLIANCE OFFICERNA Control
ALLECA, ANGELO, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
ALLECA, ANGELO, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
ALLECA, ANGELO, ANTHONYIPRESIDENT / CHIEF COMPLIANCE OFFICERNA Control
ALLECA, ANGELO, ANTHONYIPRESIDENT / CHIEF COMPLIANCE OFFICERNA Control
CERVONE, DAVID, PAULICHIEF COMPLIANCE OFFICERNA
CERVONE, DAVID, PAULICHIEF COMPLIANCE OFFICERNA
CERVONE, DAVID, PAULICHIEF COMPLIANCE OFFICERNA
CERVONE, DAVID, PAULICHIEF COMPLIANCE OFFICERNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNCILNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
KOVACS, WILLIAM, PATRICK MICHAELIGENERAL COUNSELNA
LEVIN, MITCHELL, LEEICEONA
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEONA
LEVIN, MITCHELL, LEEICEONA
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORNA Control
PRINT, JASON, PATRICKISENIOR FINANCIAL PLANNERNA Control
PRINT, JASON, PATRICKISENIOR FINANCIAL PLANNERNA Control
PRINT, JASON, PATRICKISENIOR FINANCIAL PLANNERNA Control
PRINT, JASON, PATRICKISENIOR WEALTH ADVISOR & PORTFOLIO MANAGERNA Control
PRINT, JASON, PATRICKISENIOR FINANCIAL PLANNERNA Control
PRINT, JASON, PATRICKISENIOR FINANCIAL PLANNERNA Control
PRINT, JASON, PATRICKISENIOR FINANCIAL PLANNERNA Control
PRINT, JASON, PATRICKISENIOR FINANCIAL PLANNERNA Control
PRINT, JASON, PATRICKISENIOR WEALTH ADVISOR & PORTFOLIO MANAGERNA Control
PRINT, JASON, PATRICKISENIOR WEALTH ADVISOR & PORTFOLIO MANAGERNA Control
PRINT, JASON, PATRICKISENIOR WEALTH ADVISOR & PORTFOLIO MANAGERNA Control
PRINT, JASON, PATRICKISENIOR WEALTH ADVISOR & PORTFOLIO MANAGERNA Control
PRINT, JASON, PATRICKISENIOR WEALTH ADVISOR & PORTFOLIO MANAGERNA Control
PRINT, JASON, PATRICKISENIOR WEALTH ADVISOR & PORTFOLIO MANAGERNA Control
PRINT, JASON, PATRICKISENIOR WEALTH ADVISOR & PORTFOLIO MANAGERNA Control
WARRICK, CHAD, AARONICCO AND SENIOR WEALTH ADVISORNA Control
WARRICK, CHAD, AARONICCO AND SENIOR WEALTH ADVISORNA Control
WARRICK, CHAD, AARONICCO AND SENIOR WEALTH ADVISORNA Control
WARRICK, CHAD, AARONISENIOR WEALTH ADVISOR CIO & CCONA Control
WARRICK, CHAD, AARONICCO AND SENIOR WEALTH ADVISORNA Control
WARRICK, CHAD, AARONICCO AND SENIOR WEALTH ADVISORNA Control
WARRICK, CHAD, AARONICCO AND SENIOR WEALTH ADVISORNA Control
WARRICK, CHAD, AARONICCO AND SENIOR WEALTH ADVISORNA Control
WARRICK, CHAD, AARONISENIOR WEALTH ADVISOR CIO & CCONA Control
WARRICK, CHAD, AARONISENIOR WEALTH ADVISOR CIO & CCONA Control
WARRICK, CHAD, AARONISENIOR WEALTH ADVISOR & CIONA Control
WARRICK, CHAD, AARONISENIOR WEALTH ADVISOR & CIONA Control
WARRICK, CHAD, AARONISENIOR WEALTH ADVISOR CIO & CCONA Control
WARRICK, CHAD, AARONISENIOR WEALTH ADVISOR & CIONA Control
WARRICK, CHAD, AARONISENIOR WEALTH ADVISOR & CIONA Control
BROWNE, JOSEPH, MAJETTEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BROWNE, JOSEPH, MAJETTEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BROWNE, JOSEPH, MAJETTEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BROWNE, JOSEPH, MAJETTEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BROWNE, JOSEPH, MAJETTEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BROWNE, JOSEPH, MAJETTEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BROWNE, JOSEPH, MAJETTEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BROWNE, JOSEPH, MAJETTEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BROWNE, JOSEPH, MAJETTEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BROWNE, JOSEPH, MAJETTEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
FIDUCIARY PROFESSIONALS LLCDEOWNERE Control
FIDUCIARY PROFESSIONALS LLCDEOWNERE Control
FIDUCIARY PROFESSIONALS LLCDEOWNERE Control
FIDUCIARY PROFESSIONALS LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
INVESTORS ADVOCATE LLCDEOWNERE Control
LEVIN, MITCHELL, LEEICEO AND MANAGING DIRECTORE Control
NATIONAL ADVISORY SERVICES INCDEDIRECT OWNERE Control
NATIONAL ADVISORY SERVICES INCDEDIRECT OWNERE Control
NATIONAL ADVISORY SERVICES INCDEDIRECT OWNERE Control
NATIONAL ADVISORY SERVICES INCDEDIRECT OWNERE Control
NATIONAL ADVISORY SERVICES INCDEDIRECT OWNERE Control
NATIONAL ADVISORY SERVICES INCDEDIRECT OWNERE Control
BROWNE, BARBARA, SALTERISHAREHOLDERB
BROWNE, BARBARA, SALTERISHAREHOLDERB
BROWNE, BARBARA, SALTERISHAREHOLDERB
BROWNE, BARBARA, SALTERISHAREHOLDERB
BROWNE, BARBARA, SALTERISHAREHOLDERB
BROWNE, BARBARA, SALTERISHAREHOLDERB
BROWNE, BARBARA, SALTERISHAREHOLDERB
BROWNE, BARBARA, SALTERISHAREHOLDERB
BROWNE, BARBARA, SALTERISHAREHOLDERB
BROWNE, BARBARA, SALTERISHAREHOLDERB
PRINT, JASON, PATRICKISENIOR FINANCIAL PLANNERA Control
WARRICK, CHAD, AARONICCO AND SENIOR WEALTH ADVISORA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ALLECA, ANGELO, ANTHONYINATIONAL ADVISORY SERVICESE Control
ALLECA, ANGELO, ANTHONYINATIONAL ADVISORY SERVICESE Control
ALLECA, ANGELO, ANTHONYINATIONAL ADVISORY SERVICESE Control
INVESTORS ADVOCATE LLCDEFIDUCIARY PROFESSIONALS LLCE Control
INVESTORS ADVOCATE LLCDEFIDUCIARY PROFESSIONALS LLCE Control
INVESTORS ADVOCATE LLCDEFIDUCIARY PROFESSIONALS LLCE Control
INVESTORS ADVOCATE LLCDEFIDUCIARY PROFESSIONALS LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEISUMMIT WEALTH PARTNERS, INC.E Control
LEVIN, MITCHELL, LEEISUMMIT WEALTH PARTNERS, INC.E Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
LEVIN, MITCHELL, LEEIINVESTORS ADVOCATE LLCE Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKISUMMIT WEALTH PARTNERS, INC.C Control
PRINT, JASON, PATRICKISUMMIT WEALTH PARTNERS, INC.C Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
PRINT, JASON, PATRICKIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONISUMMIT WEALTH PARTNERS, INC.C Control
WARRICK, CHAD, AARONISUMMIT WEALTH PARTNERS, INC.C Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control
WARRICK, CHAD, AARONIINVESTORS ADVOCATE LLCC Control

Registrations

Federal

IA
Mar 18, 2016 REGISTERED

Notice Filings (14)

AZ CA FL GA MI NC NH NJ OH SC TN TX VA WA

Address

800 N. MAGNOLIA AVENUE
SUITE 105
ORLANDO, FL 32803
United States
Phone: 407.656.2252