# SUMMIT WEALTH PARTNERS, LLC

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

## Registration

- CRD: 283648
- Type: SEC-registered investment adviser
- SEC file number: 801-107751
- Location: 800 N. ORANGE AVENUE, SUITE 302, ORLANDO, FL, 32801
- Phone: 407-656-2252
- Latest filing: 2026-03-27
- Regulatory AUM: $675.7M
- Discretionary AUM: $605.3M
- Non-discretionary AUM: $70.3M
- Clients: 21
- Accounts: 2,040

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283648/similar
- Related entities: https://search.stillhousedata.com/firm/283648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283648

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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.