Summit Wealth Partners Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1983

Year Founded

  • Professionals
  • 9

Professionals

  • AUM

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 is a fiduciary. The assets of the firm are managed and governed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.mysummitwealth.com
Year Founded
1983
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Co-President & Co-Chief Executive Officer
Email
cw
Phone
+1 (407)
Corporate Office
  • 800 North Orange Avenue
  • Suite 302
  • Orlando, FL 32801
  • United States
+1 (407)

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

Summit Wealth Partners FAQs

  • When was Summit Wealth Partners founded?

    Summit Wealth Partners was founded in 1983.

  • Where is Summit Wealth Partners headquartered?

    Summit Wealth Partners is headquartered in Orlando, FL.

  • How many Assets Under Management (AUM) does Summit Wealth Partners have?

    Summit Wealth Partners has in assets under management.

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