Summit Wealth Partners Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1982

Year Founded

  • Professionals
  • 12

Professionals

  • AUM
  • 00000

Summit Wealth Partners General Information

Description

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
1982
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Investment Advisor
Primary Contact
0000 0000000
Title
Co-President & Co-Chief Executive Officer
Phone
+0 (000) 000-0000
Corporate 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
Jason Print Co-President and Co-Chief Executive Officer Orlando, FL
Chad Warrick 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 »

Summit Wealth Partners FAQs

  • When was Summit Wealth Partners founded?

    Summit Wealth Partners was founded in 1982.

  • Who is the CEO of Summit Wealth Partners?

    Jason Print and Chad Warrick are the CEOs of Summit Wealth Partners.

  • 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 00000 in assets under management.

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