Multi Family Office

Summit Wealth Partners, LLC

Summit Wealth Partners, LLC is a multi-family office headquartered in Orlando. Founded in 1983, the firm grew out of an independent registered investment advisory practice, with wealth originating from partners’ long-standing fee-based portfolio management,...

Summit Wealth Partners, LLC

Summit Wealth Partners, LLC

Summit Wealth Partners, LLC is a multi-family office headquartered in Orlando. Founded in 1983, the firm grew out of an independent registered investment advisory practice, with wealth originating from partners’ long-standing fee-based portfolio management, financial planning, and tax strategy services for high-net-worth families across the United States—delivers fiduciary planning and discretionary, goals-based investment management solutions.

General information

Firm type

Multi Family Office

Year founded

1983

AUM

Location

Region

North America

Country

City

Orlando

Corporate office

32801, Orlando, Florida, US, 800 N Orange Ave, Suite 302

Frequently asked questions

What is Summit Wealth Partners, LLC?

Summit Wealth Partners, LLC is a multi family office headquartered in Orlando.

When was Summit Wealth Partners, LLC founded?

Summit Wealth Partners, LLC was founded in 1983.

Where is Summit Wealth Partners, LLC headquartered?

Summit Wealth Partners, LLC is headquartered in Orlando, in the North America region.

How many professionals work at Summit Wealth Partners, LLC?

Altss tracks approximately 15 professionals associated with Summit Wealth Partners, LLC.

What does Altss track for Summit Wealth Partners, LLC?

Altss maintains an OSINT-verified profile of Summit Wealth Partners, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Summit Wealth Partners, LLC's website?

Summit Wealth Partners, LLC's public website is www.mysummitwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Summit Wealth Partners, LLC?

Summit Wealth Partners, LLC is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Summit Wealth Partners, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Summit Wealth Partners, LLC?

Summit Wealth Partners, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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