Summit Wealth Partners Overview

  • Type
  • Investment Advisor
  • Founded
  • 1983
Founded
  • Professionals
  • 4
Professionals
  • AUM
  • 00000

Summit Wealth Partners General Information

Description

Summit Wealth Partners (Summit) is an investment advisory firm based in Orlando, Florida. Established in 1983, 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 are a fiduciary. The assets of the firm are managed and governed by the executive management team.

Contact Information

Year Founded
1983
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Investment Advisor
Primary Contact
0000 0000000
Title
Co-President & Chief Executive Officer
Email
00000000@00000000000000.000
Phone
+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 & Chief Executive Officer Orlando, FL
Jason Print Co-President & Chief Executive Officer Orlando, FL
Mitchell Levin MD Former CEO & Senior Consultant Orlando, FL
Bradley Towle Senior Wealth Advisor & Senior Executive Naples, FL
William Kovacs General Counsel Orlando, FL
To view Summit Wealth Partners’s complete team members history, request access »