SUMMIT WEALTH PARTNERS, LLC
CRD #283648 SEC #801-107751 ORLANDO, FL 407-656-2252
SEC Registered
Total AUM
$629.7M
Discretionary
$580.9M
Employees
19
Clients
11
Accounts
1,966
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $629.7M | $580.9M | $48.9M | 19 | 18 |
| Sep 2025 | $629.7M | $580.9M | $48.9M | 19 | 18 |
| Mar 2025 | $629.7M | $580.9M | $48.9M | 19 | 18 |
| Dec 2024 | $629.5M | $601.8M | $27.7M | 19 | 50 |
| Mar 2024 | $629.5M | $601.8M | $27.7M | 19 | 50 |
| Mar 2023 | $565.7M | $527.3M | $38.4M | 20 | 50 |
| Mar 2022 | $648.9M | $584.5M | $64.4M | 20 | 50 |
| Mar 2021 | $571M | $507.4M | $63.6M | 18 | 736 |
| Sep 2020 | $481M | $428.5M | $52.5M | 17 | 480 |
| Jun 2020 | $481M | $428.5M | $52.5M | 17 | 480 |
| Mar 2020 | $481M | $428.5M | $52.5M | 17 | 480 |
| Mar 2019 | $412.5M | $363.4M | $49.1M | 18 | 475 |
| Jul 2018 | $430.6M | $374.5M | $56.1M | 18 | 500 |
| Feb 2018 | $430.6M | $374.5M | $56.1M | 18 | 500 |
| May 2017 | $408.8M | $356.5M | $52.3M | 21 | 456 |
| May 2017 | $396.7M | $345.4M | $51.3M | 21 | 400 |
| Feb 2017 | $396.7M | $345.4M | $51.3M | 21 | 400 |
| Feb 2017 | $378M | $338M | $40M | 26 | 400 |
| Jun 2016 | $378M | $338M | $40M | 26 | 400 |
| Jun 2016 | $378M | $338M | $40M | 26 | 400 |
| May 2016 | $378M | $338M | $40M | 26 | 400 |
| Apr 2016 | $378M | $338M | $40M | 26 | 400 |
DateOct 2025
Total AUM$629.7M
Discretionary$580.9M
Non-Disc.$48.9M
Employees19
Clients18
DateSep 2025
Total AUM$629.7M
Discretionary$580.9M
Non-Disc.$48.9M
Employees19
Clients18
DateMar 2025
Total AUM$629.7M
Discretionary$580.9M
Non-Disc.$48.9M
Employees19
Clients18
DateDec 2024
Total AUM$629.5M
Discretionary$601.8M
Non-Disc.$27.7M
Employees19
Clients50
DateMar 2024
Total AUM$629.5M
Discretionary$601.8M
Non-Disc.$27.7M
Employees19
Clients50
DateMar 2023
Total AUM$565.7M
Discretionary$527.3M
Non-Disc.$38.4M
Employees20
Clients50
DateMar 2022
Total AUM$648.9M
Discretionary$584.5M
Non-Disc.$64.4M
Employees20
Clients50
DateMar 2021
Total AUM$571M
Discretionary$507.4M
Non-Disc.$63.6M
Employees18
Clients736
DateSep 2020
Total AUM$481M
Discretionary$428.5M
Non-Disc.$52.5M
Employees17
Clients480
DateJun 2020
Total AUM$481M
Discretionary$428.5M
Non-Disc.$52.5M
Employees17
Clients480
DateMar 2020
Total AUM$481M
Discretionary$428.5M
Non-Disc.$52.5M
Employees17
Clients480
DateMar 2019
Total AUM$412.5M
Discretionary$363.4M
Non-Disc.$49.1M
Employees18
Clients475
DateJul 2018
Total AUM$430.6M
Discretionary$374.5M
Non-Disc.$56.1M
Employees18
Clients500
DateFeb 2018
Total AUM$430.6M
Discretionary$374.5M
Non-Disc.$56.1M
Employees18
Clients500
DateMay 2017
Total AUM$408.8M
Discretionary$356.5M
Non-Disc.$52.3M
Employees21
Clients456
DateMay 2017
Total AUM$396.7M
Discretionary$345.4M
Non-Disc.$51.3M
Employees21
Clients400
DateFeb 2017
Total AUM$396.7M
Discretionary$345.4M
Non-Disc.$51.3M
Employees21
Clients400
DateFeb 2017
Total AUM$378M
Discretionary$338M
Non-Disc.$40M
Employees26
Clients400
DateJun 2016
Total AUM$378M
Discretionary$338M
Non-Disc.$40M
Employees26
Clients400
DateJun 2016
Total AUM$378M
Discretionary$338M
Non-Disc.$40M
Employees26
Clients400
DateMay 2016
Total AUM$378M
Discretionary$338M
Non-Disc.$40M
Employees26
Clients400
DateApr 2016
Total AUM$378M
Discretionary$338M
Non-Disc.$40M
Employees26
Clients400