SUMMIT WEALTH PARTNERS, LLC of ORLANDO, FL is an SEC-registered investment adviser (CRD 283648). Regulatory assets under management: $675.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Chad Aaron Warrick | MANAGER, CCO, CO-PRESIDENT & CEO; MANAGING MEMBER | — |
| Jason Patrick Print | MANAGER, CO-PRESIDENT & CEO; MANAGING MEMBER | — |
| William Patrick Michael Kovacs | GENERAL COUNSEL; GENERAL COUNSEL & MEMBER | — |
| KOVACS WILLIAM PATRICK MICHAEL | GENERAL COUNSEL; GENERAL COUNSEL & MEMBER | — |
| LEVIN MITCHELL LEE | CEO AND MANAGING DIRECTOR; ELECTED MANAGER & CEO; MANAGING MEMBER | — |
| PRINT JASON PATRICK | MANAGER, CO-PRESIDENT & CEO; MANAGING MEMBER; SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | — |
| WARRICK CHAD AARON | MANAGER, CCO, CO-PRESIDENT & CEO; MANAGING MEMBER; SENIOR WEALTH ADVISOR & CIO (+1 more) | — |
| CERVONE DAVID PAUL | CHIEF COMPLIANCE OFFICER | — |