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Summit Wealth Partners
Summit Wealth Partners was established in 1983 by Chad Warrick and Jason Print. The firm originated from an independent registered investment advisory practice...
Summit Wealth Partners
Summit Wealth Partners was established in 1983 by Chad Warrick and Jason Print. The firm originated from an independent registered investment advisory practice serving high-net-worth families. Wealth stems from ongoing fee-based portfolio management and planning services rather than a single operating business or inheritance. The firm allocates across real estate, commodities, and digital assets. It incorporates exposure to AI/ML and Web3 & Blockchain themes through ETF vehicles such as the Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF and iShares Silver Trust. Deployment occurs via discretionary managed accounts and 401(k) oversight. Geographic focus remains North America with clients in multiple states. The team includes approximately twenty professionals across four offices. Additional locations operate in Naples and Fort Myers, Florida, plus Grand Rapids, Michigan. Adjacent structures include the Copperleaf Charitable Foundation. No operational events from the past twenty-four months appear in available records. The firm operates as a multi-family office that grew directly from an RIA practice. Ownership includes a minority non-voting stake held by Stratos Wealth Holdings through Norland LLC. This arrangement preserves operational independence while providing scale without external fund commitments.
General information
Firm type
Multi Family Office
Year founded
1983
Location
Region
North America
Country
United States
City
Akron
Corporate office
800 North Orange Avenue, Suite 302, Orlando, FL 32801
Additional offices
Grand Rapids, MI, United States · Naples, FL, United States · Fort Myers, FL, United States
Principals
Chad A. Warrick
Co-President & CEO
Jason Print
Co-President & CEO
William P. Kovacs
General Counsel
Sector focus
Frequently asked questions
Who runs investment decisions at Summit Wealth Partners?
Chad Warrick and Jason Print serve as Co-Presidents and CEOs. Ryan Gavin acts as Portfolio Manager. Decisions follow a goals-based discretionary process anchored in client financial plans.
How does Summit Wealth Partners source proprietary deal flow?
The firm relies on long-term client relationships and internal research. No external club or network sourcing mechanisms are disclosed.
Is Summit Wealth Partners structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office that grew from an RIA practice. The model centers on fiduciary advisory services rather than venture-style fund commitments.
Does Summit Wealth Partners participate in fund commitments or only direct deals?
Activity centers on discretionary managed accounts and ETF holdings. No fund commitments or co-investments with external GPs are referenced.
Where does the underlying wealth come from?
Wealth originates from partners’ fee-based portfolio management, financial planning, and tax services provided to high-net-worth families over four decades.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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