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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CERVONE, DAVID, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CERVONE, DAVID, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CERVONE, DAVID, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CERVONE, DAVID, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CERVONE, DAVID, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | GENERAL COUNSEL | NA | |
| LEVIN, MITCHELL, LEE | I | CEO AND MANAGING DIRECTOR | NA | Control |
| LEVIN, MITCHELL, LEE | I | ELECTED MANAGER & CEO | NA | Control |
| LEVIN, MITCHELL, LEE | I | ELECTED MANAGER & CEO | NA | Control |
| LEVIN, MITCHELL, LEE | I | ELECTED MANAGER & CEO | NA | Control |
| LEVIN, MITCHELL, LEE | I | ELECTED MANAGER & CEO | NA | Control |
| LEVIN, MITCHELL, LEE | I | ELECTED MANAGER & CEO | NA | Control |
| LEVIN, MITCHELL, LEE | I | ELECTED MANAGER & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | NA | Control |
| PRINT, JASON, PATRICK | I | SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | NA | Control |
| PRINT, JASON, PATRICK | I | SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | NA | Control |
| PRINT, JASON, PATRICK | I | SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | NA | Control |
| PRINT, JASON, PATRICK | I | SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | NA | Control |
| PRINT, JASON, PATRICK | I | SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| PRINT, JASON, PATRICK | I | MANAGER, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | SENIOR WEALTH ADVISOR & CIO | NA | Control |
| WARRICK, CHAD, AARON | I | SENIOR WEALTH ADVISOR & CIO | NA | Control |
| WARRICK, CHAD, AARON | I | SENIOR WEALTH ADVISOR & CIO | NA | Control |
| WARRICK, CHAD, AARON | I | SENIOR WEALTH ADVISOR & CIO | NA | Control |
| WARRICK, CHAD, AARON | I | SENIOR WEALTH ADVISOR, CIO & CCO | NA | Control |
| WARRICK, CHAD, AARON | I | SENIOR WEALTH ADVISOR & CIO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | SENIOR WEALTH ADVISOR, CIO & CCO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| WARRICK, CHAD, AARON | I | MANAGER, CCO, CO-PRESIDENT & CEO | NA | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | OWNER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | E | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | D | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | D | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | D | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | D | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | D | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | D | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | D | Control |
| FIDUCIARY PROFESSIONALS LLC | DE | MEMBER | D | Control |
| STRATOS WEALTH HOLDINGS LLC | DE | INVESTOR | C | |
| STRATOS WEALTH HOLDINGS LLC | DE | INVESTOR | C | |
| STRATOS WEALTH HOLDINGS LLC | DE | INVESTOR | C | |
| STRATOS WEALTH HOLDINGS LLC | DE | INVESTOR | C | |
| STRATOS WEALTH HOLDINGS LLC | DE | INVESTOR | C | |
| STRATOS WEALTH HOLDINGS LLC | DE | INVESTOR | C | |
| STRATOS WEALTH HOLDINGS LLC | DE | INVESTOR | C | |
| STRATOS WEALTH HOLDINGS LLC | DE | INVESTOR | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KOVACS, WILLIAM, PATRICK MICHAEL | I | INVESTORS ADVOCATE LLC | F | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | INVESTORS ADVOCATE LLC | F | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | INVESTORS ADVOCATE LLC | F | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | INVESTORS ADVOCATE LLC | F | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | INVESTORS ADVOCATE LLC | F | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | INVESTORS ADVOCATE LLC | F | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | INVESTORS ADVOCATE LLC | F | |
| KOVACS, WILLIAM, PATRICK MICHAEL | I | INVESTORS ADVOCATE LLC | F | |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| INVESTORS ADVOCATE LLC | DE | FIDUCIARY PROFESSIONALS LLC | E | Control |
| LEVIN, MITCHELL, LEE | I | INVESTORS ADVOCATE LLC | E | Control |
| LEVIN, MITCHELL, LEE | I | INVESTORS ADVOCATE LLC | E | Control |
| LEVIN, MITCHELL, LEE | I | INVESTORS ADVOCATE LLC | E | Control |
| LEVIN, MITCHELL, LEE | I | INVESTORS ADVOCATE LLC | E | Control |
| LEVIN, MITCHELL, LEE | I | INVESTORS ADVOCATE LLC | E | Control |
| LEVIN, MITCHELL, LEE | I | INVESTORS ADVOCATE LLC | E | Control |
| LEVIN, MITCHELL, LEE | I | INVESTORS ADVOCATE LLC | E | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| PRINT, JASON, PATRICK | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
| WARRICK, CHAD, AARON | I | INVESTORS ADVOCATE, LLC | D | Control |
Registrations
Federal
IA
Oct 8, 2025 REGISTERED
Notice Filings (23)
AZ CA CO FL GA IL IN KS LA MD MI MO NC NJ NM NY OH PA SC TX VA WA WI
Address
800 N. ORANGE AVENUESUITE 302
ORLANDO, FL 32801
United States
Phone: 407-656-2252