# SUMMIT WEALTH PARTNERS, INC

SUMMIT WEALTH PARTNERS, INC of ORLANDO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 134620
- Type: SEC-registered investment adviser
- SEC file number: 801-64042
- Location: 800 N. MAGNOLIA AVENUE, SUITE 105, ORLANDO, FL, 32803
- Phone: 407.656.2252
- Latest filing: 2016-03-29
- Regulatory AUM: $378.0M
- Discretionary AUM: $338.0M
- Non-discretionary AUM: $40.0M
- Clients: 26
- Accounts: 1,020

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| BROWNE JOSEPH MAJETTE | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BROWNE BARBARA SALTER | SHAREHOLDER | — |
| ALLECA ANGELO ANTHONY | CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| BROWNE BARBARA FALTER | SHAREHOLDER | — |
| KOVACS WILLIAM PATRICK MICHAEL | GENERAL COUNCIL; GENERAL COUNSEL | — |
| LEVIN MITCHELL LEE | CEO; CEO AND MANAGING DIRECTOR; MANAGING MEMBER | — |
| PRINT JASON PATRICK | MEMBER; SENIOR FINANCIAL PLANNER; SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | — |
| WARRICK CHAD AARON | CCO AND SENIOR WEALTH ADVISOR; MEMBER; SENIOR WEALTH ADVISOR & CIO (+1 more) | — |
| CERVONE DAVID PAUL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134620/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134620/similar
- Related entities: https://search.stillhousedata.com/firm/134620/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134620

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.