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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SUMMIT WEALTH PARTNERS, LLC

CRD 283648

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d5092eb8-eba2-77d7-c9f8-22c8e3f5b77b

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 8
On other graphs: 0
Observed: Apr 21, 2016 to Mar 27, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $676MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $605M
Private client RAUM: $657MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $56.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 12
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 2,040
Individual clients: 639
High net worth clients: 131
Custody, client assets: $405M
SEC number: 801-107751
CIK: 2033312
CRD: 283648
Filings on the tape: 23
First filed: Apr 21, 2016
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRADLEY DAVID TOWLE	n/a	ORLANDO, FL \| NAPLES, FL	10	20	6	no
JASON PATRICK PRINT	Certified Financial Planner	NAPLES, FL \| ORLANDO, FL	10	24	3	no
CHAD AARON WARRICK	n/a	ORLANDO, FL	10	26	2	no
ANDREW MICHAEL DICKENS	n/a	ORLANDO, FL	10	13	2	no
Amanda Elizabeth Pate	Certified Financial Planner\|Chartered Financial Consultant	Clover, SC \| ORLANDO, FL	8	12	n/a	no
CHAD DANIEL LEATHERWOOD	Certified Financial Planner	ORLANDO, FL \| FORT MYERS, FL	6	26	8	no
RYAN Michael GAVIN	Chartered Financial Analyst	Wesley Chapel, FL \| ORLANDO, FL	5	16	1	no
SHARON KAY HOOPER	n/a	ORLANDO, FL \| Grand Rapids, MI	2	32	3	no
ANDREW CHRISTOPHER BAKER	Certified Financial Planner	Naples, FL \| ORLANDO, FL	2	16	5	no
Shari Nicole de Ron	n/a	Fort Myers, FL \| ORLANDO, FL	1	14	n/a	no
OMAR BHANGIA	n/a	ORLANDO, FL \| NAPLES, FL \| Naples, FL	0	14	1	no
Scott Kremer	n/a	ORLANDO, FL \| NAPLES, FL	0	29	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FIDUCIARY PROFESSIONALS LLC	Member	D	yes	12/2015	Apr 21, 2016	Dec 11, 2024
INVESTORS ADVOCATE LLC	Member	E	yes	12/2015	Apr 21, 2016	Dec 11, 2024
PRINT, JASON, PATRICK	MANAGING MEMBER	D	yes	04/2017	Apr 21, 2016	Dec 11, 2024
PRINT, JASON, PATRICK	MANAGER, CO-PRESIDENT & CEO	Na	yes	04/2017	Apr 21, 2016	Dec 11, 2024
WARRICK, CHAD, AARON	MANAGING MEMBER	D	yes	04/2017	Apr 21, 2016	Dec 11, 2024
WARRICK, CHAD, AARON	MANAGER, CCO, CO-PRESIDENT & CEO	Na	yes	04/2017	Apr 21, 2016	Dec 11, 2024
KOVACS, WILLIAM, PATRICK MICHAEL	GENERAL COUNSEL & MEMBER	F	no	03/2020	Apr 21, 2016	Dec 11, 2024
KOVACS, WILLIAM, PATRICK MICHAEL	GENERAL COUNSEL	Na	no	10/2012	Apr 21, 2016	Dec 11, 2024
STRATOS WEALTH HOLDINGS LLC	Investor	C	no	12/2020	Mar 26, 2021	Dec 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SUMMIT ASSET PROTECTION GROUP, LLC	n/a	n/a	n/a	N	yes	n/a
SUMMIT ASSET PROTECTION PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naples	FL	United States	5	no
FORT MYERS	FL	United States	2	no
NORTH CHARLESTON	Sc	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$676M	$605M	21	12	6	n/a	n/a
2024	Mar 28, 2025	$630M	$581M	19	10	3	n/a	n/a
2023	Mar 26, 2024	$630M	$602M	19	9	4	n/a	n/a
2022	Mar 24, 2023	$566M	$527M	20	12	5	n/a	n/a
2021	Mar 17, 2022	$649M	$584M	20	12	3	n/a	n/a
2020	Mar 26, 2021	$571M	$507M	18	12	3	n/a	n/a
2019	Mar 26, 2020	$481M	$428M	17	12	3	n/a	n/a
2018	Mar 19, 2019	$413M	$363M	18	13	4	n/a	n/a
2017	Feb 21, 2018	$431M	$375M	18	15	4	n/a	n/a
2016	May 3, 2017	$397M	$345M	21	16	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	4	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$676M	$630M	7.3%	$566M	6.1%	21	19	6	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIDUCIARY FINANCIAL ADVISORS	2	Oct 8, 2024	Oct 28, 2024	ORLANDO, FL	Team lift out	RIA to RIA	18.2%
SOUND INCOME STRATEGIES, LLC	2	Dec 23, 2016	Dec 20, 2016	ORLANDO, FL	Team lift out	Other	15.4%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIFTH THIRD WEALTH ADVISORS LLC	2	Jan 2, 2026	Jan 12, 2026	CINCINNATI, OH	Team lift out	RIA to RIA	3.4%
SUMMIT WEALTH PARTNERS, LLC	12	Aug 19, 2016	Jun 16, 2020	ORLANDO, FL	Firm absorbed	Other	100.0%
SMC ADVISORY NETWORK, LLC	2	Mar 29, 2016	Jul 13, 2016	BOARDMAN, OH	Team lift out	Other	66.7%

Relationships

Registered with (23)

← Scott KremerAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV
← OMAR BHANGIAAdvisorregistration: current employment
Jan 7, 2026 to presentfactForm ADV
← Shari Nicole de RonAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← ANDREW CHRISTOPHER BAKERAdvisorregistration: current employment
Feb 13, 2024 to presentfactForm ADV
← SHARON KAY HOOPERAdvisorregistration: current employment
Feb 9, 2024 to presentfactForm ADV
← RYAN Michael GAVINAdvisorregistration: current employment
Sep 17, 2021 to presentfactForm ADV
← CHAD DANIEL LEATHERWOODAdvisorregistration: current employment
Jun 16, 2020 to presentfactForm ADV
← Amanda Elizabeth PateAdvisorregistration: current employment
Oct 16, 2017 to presentfactForm ADV
← ANDREW MICHAEL DICKENSAdvisorregistration: current employment
Jul 15, 2016 to presentfactForm ADV
← CHAD AARON WARRICKAdvisorregistration: current employment
Jul 2, 2016 to presentfactForm ADV
← JASON PATRICK PRINTAdvisorregistration: current employment
Jun 30, 2016 to presentfactForm ADV
← BRADLEY DAVID TOWLEAdvisorregistration: current employment
Jun 24, 2016 to presentfactForm ADV
← KRISTIANA JOY DANIELSAdvisorregistration: previous registration
Jun 20, 2016 to Oct 9, 2024factForm ADV
← JEFFREY EVAN JANSONAdvisorregistration: previous registration
Aug 8, 2017 to Oct 8, 2024factForm ADV
← JACK MALARIKAdvisorregistration: previous registration
Jul 8, 2016 to Aug 23, 2023factForm ADV
← Stephen Vincent SantoroAdvisorregistration: previous registration
Jul 11, 2016 to Aug 2, 2022factForm ADV
← Michael Todd RossiAdvisorregistration: previous registration
Jul 13, 2016 to Feb 18, 2021factForm ADV
← ANDREW THOMAS HANSENAdvisorregistration: previous registration
Jun 30, 2016 to Jan 18, 2019factForm ADV
← DAVID PAUL CERVONEAdvisorregistration: previous registration
Jun 10, 2016 to Nov 29, 2018factForm ADV
← JERALD MICHAEL KENNEDYAdvisorregistration: previous registration
Jan 3, 2017 to Jun 11, 2018factForm ADV
← KELLY JOSEPH CARTERAdvisorregistration: previous registration
Aug 4, 2016 to May 18, 2017factForm ADV
← GEORGE DAVID SUAREZAdvisorregistration: previous registration
Jun 24, 2016 to Dec 23, 2016factForm ADV
← JEFFREY DEAN BLISSAdvisorregistration: previous registration
Jul 28, 2016 to Dec 23, 2016factForm ADV

Moved with (4)

← FIFTH THIRD WEALTH ADVISORS LLCRegistered adviser2 advisors, team lift out, same day
Jan 2, 2026 to Jan 12, 2026factForm ADV
→ FIDUCIARY FINANCIAL ADVISORSRegistered adviser2 advisors, team lift out
Oct 8, 2024 to Oct 28, 2024factForm ADV
← SUMMIT WEALTH PARTNERS, LLCRegistered adviser12 advisors, firm absorbed, same day
Aug 19, 2016 to Jun 16, 2020factForm ADV
→ SOUND INCOME STRATEGIES, LLCRegistered adviser2 advisors, team lift out, same day
Dec 23, 2016 to Dec 20, 2016factForm ADV

Owns (2)

← KOVACS, WILLIAM, PATRICK MICHAELOwnerGENERAL COUNSEL & MEMBER, ownership code F, individual
Apr 21, 2016 to Dec 11, 2024factForm ADV
← STRATOS WEALTH HOLDINGS LLCOwnerINVESTOR, ownership code C, domestic entity
Mar 26, 2021 to Dec 11, 2024factForm ADV

Controls (4)

← WARRICK, CHAD, AARONOwnerMANAGING MEMBER, ownership code D, individual
Apr 21, 2016 to Dec 11, 2024factForm ADV
← PRINT, JASON, PATRICKOwnerMANAGING MEMBER, ownership code D, individual
Apr 21, 2016 to Dec 11, 2024factForm ADV
← FIDUCIARY PROFESSIONALS LLCOwnerMEMBER, ownership code D, domestic entity
Apr 21, 2016 to Dec 11, 2024factForm ADV
← INVESTORS ADVOCATE LLCOwnerMEMBER, ownership code E, domestic entity
Apr 21, 2016 to Dec 11, 2024factForm ADV

Dated events

Occurred
Jan 2, 2026
Team lift-out
2 advisors left Fifth Third Wealth Advisors LLC (Cincinnati, OH) for Summit Wealth Partners, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Oct 9, 2024
Advisor changed firm
Kristiana Joy Daniels left Summit Wealth Partners, Llc for Fiduciary Financial Advisors (registered 2024-10-09)
Form ADVobserved 3 days ago
Occurred
Oct 8, 2024
Team lift-out
2 advisors left Summit Wealth Partners, LLC (Orlando, FL) for Fiduciary Financial Advisors a day apart
Form ADVobserved 3 days ago
2 advisors
Occurred
Oct 8, 2024
Advisor changed firm
Jeffrey Evan Janson left Summit Wealth Partners, Llc for Fiduciary Financial Advisors (registered 2024-10-28)
Form ADVobserved 3 days ago
Occurred
Aug 23, 2023
Advisor changed firm
Jack Malarik left Summit Wealth Partners, Llc for Simplicity Wealth (registered 2023-09-06)
Form ADVobserved 3 days ago
Occurred
Aug 2, 2022
Advisor changed firm
Stephen Vincent Santoro left Summit Wealth Partners, Llc for G. A. Repple & Company (registered 2022-08-01)
Form ADVobserved 3 days ago
Occurred
Apr 21, 2016
Succession filed (Item 4)
Summit Wealth Partners, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 3 days ago
Occurred
Apr 21, 2016
First Form ADV filing
Summit Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5092eb8-eba2-77d7-c9f8-22c8e3f5b77b
First observed: Apr 21, 2016
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SUMMIT WEALTH PARTNERS, LLC

CRD 283648

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d5092eb8-eba2-77d7-c9f8-22c8e3f5b77b

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRADLEY DAVID TOWLE

n/a

ORLANDO, FL | NAPLES, FL

JASON PATRICK PRINT

Certified Financial Planner

NAPLES, FL | ORLANDO, FL

CHAD AARON WARRICK

n/a

ORLANDO, FL

ANDREW MICHAEL DICKENS

n/a

ORLANDO, FL

Amanda Elizabeth Pate

Certified Financial Planner|Chartered Financial Consultant

Clover, SC | ORLANDO, FL

n/a

CHAD DANIEL LEATHERWOOD

Certified Financial Planner

ORLANDO, FL | FORT MYERS, FL

RYAN Michael GAVIN

Chartered Financial Analyst

Wesley Chapel, FL | ORLANDO, FL

SHARON KAY HOOPER

n/a

ORLANDO, FL | Grand Rapids, MI

ANDREW CHRISTOPHER BAKER

Certified Financial Planner

Naples, FL | ORLANDO, FL

Shari Nicole de Ron

n/a

Fort Myers, FL | ORLANDO, FL

n/a

OMAR BHANGIA

n/a

ORLANDO, FL | NAPLES, FL | Naples, FL

Scott Kremer

n/a

ORLANDO, FL | NAPLES, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FIDUCIARY PROFESSIONALS LLC

Member

yes

12/2015

Apr 21, 2016

Dec 11, 2024

INVESTORS ADVOCATE LLC

Member

yes

12/2015

Apr 21, 2016

Dec 11, 2024

PRINT, JASON, PATRICK

MANAGING MEMBER

yes

04/2017

Apr 21, 2016

Dec 11, 2024

PRINT, JASON, PATRICK

MANAGER, CO-PRESIDENT & CEO

yes

04/2017

Apr 21, 2016

Dec 11, 2024

WARRICK, CHAD, AARON

MANAGING MEMBER

yes

04/2017

Apr 21, 2016

Dec 11, 2024

WARRICK, CHAD, AARON

MANAGER, CCO, CO-PRESIDENT & CEO

yes

04/2017

Apr 21, 2016

Dec 11, 2024

KOVACS, WILLIAM, PATRICK MICHAEL

GENERAL COUNSEL & MEMBER

03/2020

Apr 21, 2016

Dec 11, 2024

KOVACS, WILLIAM, PATRICK MICHAEL

GENERAL COUNSEL

10/2012

Apr 21, 2016

Dec 11, 2024

STRATOS WEALTH HOLDINGS LLC

Investor

12/2020

Mar 26, 2021

Dec 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SUMMIT ASSET PROTECTION GROUP, LLC

n/a

yes

n/a

SUMMIT ASSET PROTECTION PARTNERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Naples

United States

FORT MYERS

United States

NORTH CHARLESTON

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$676M

$605M

n/a

2024

Mar 28, 2025

$630M

$581M

n/a

2023

Mar 26, 2024

$630M

$602M

n/a

2022

Mar 24, 2023

$566M

$527M

n/a

2021

Mar 17, 2022

$649M

$584M

n/a

2020

Mar 26, 2021

$571M

$507M

n/a

2019

Mar 26, 2020

$481M

$428M

n/a

2018

Mar 19, 2019

$413M

$363M

n/a

2017

Feb 21, 2018

$431M

$375M

n/a

2016

May 3, 2017

$397M

$345M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$676M

$630M

7.3%

$566M

6.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIDUCIARY FINANCIAL ADVISORS

Oct 8, 2024

Oct 28, 2024

ORLANDO, FL

Team lift out

RIA to RIA

18.2%

SOUND INCOME STRATEGIES, LLC

Dec 23, 2016

Dec 20, 2016

ORLANDO, FL

Team lift out

Other

15.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIFTH THIRD WEALTH ADVISORS LLC

Jan 2, 2026

Jan 12, 2026

CINCINNATI, OH

Team lift out

RIA to RIA

3.4%

SUMMIT WEALTH PARTNERS, LLC

Aug 19, 2016

Jun 16, 2020

ORLANDO, FL

Firm absorbed

Other

100.0%

SMC ADVISORY NETWORK, LLC

Mar 29, 2016

Jul 13, 2016

BOARDMAN, OH

Team lift out

Other

66.7%