Summit Wealth Partners Overview

  • Type
  • Investment Advisor

  • Founded
  • 1982

  • Professionals
  • 12

  • AUM
  • 00000

Summit Wealth Partners General Information


Summit Wealth Partners (Summit) is an investment advisory firm based in Orlando, Florida. Established in 1982, Summit's mission is to provide clients with advice, growth, and peace of mind for their financial future. The firm is a team of fee-based advisors and is a fiduciary. The assets of the firm are managed and governed by the executive management team.

Contact Information

Year Founded
Open To Secondaries
Open To First Time Founds
Institution Type
Investment Advisor
Primary Contact
0000 0000000
Co-President, Co-Owner, Chief Compliance Officer, Manager & Co-Chief Executive Officer
+0 (000) 000-0000
Primary Office
  • 800 North Orange Avenue
  • Suite 302
  • Orlando, FL 32801
  • United States
+1 (407) 000-0000

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Summit Wealth Partners Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Summit Wealth Partners Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Summit Wealth Partners Team (5)

Name Title Office
Chad Warrick Co-President, Co-Owner, Chief Compliance Officer, Manager & Co-Chief Executive Officer Orlando, FL
Jason Print Manager, Co-Owner, Co-President & Co-Chief Executive Officer Orlando, FL
Bradley Towle Senior Wealth Advisor & Senior Executive, Summit Private Client Group Naples, FL
William Kovacs General Counsel & Co-Owner Orlando, FL
You’re viewing 4 of 5 team members. Get the full list »