# Summit Wealth Partners

Summit Wealth Partners is a Multi Family Office based in Akron, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Akron, United States
- **Region:** North America
- **Address:** 800 North Orange Avenue, Suite 302, Orlando, FL 32801
- **Founded:** 1983
- **Assets under management:** 649 (Altss estimate)
- **Website:** mysummitwealth.com
- **LinkedIn:** https://www.linkedin.com/company/mysummitwealth

## Regulatory record

- **CRD number:** 226722
- **SEC file number:** 801-107751
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-04T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226722

## About

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.

## Sectors

- Real Estate
- Commodities
- Digital Assets
- AI/ML
- Web3 & Blockchain

## Offices

- Grand Rapids, MI, United States
- Naples, FL, United States
- Fort Myers, FL, United States

## People

- Chad A. Warrick — Co-President & CEO
- Jason Print — Co-President & CEO
- William P. Kovacs — General Counsel

## 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.

### 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.

## Related profiles

- [August Group](https://altss.com/profile/august-group)
- [Montrose Advisors](https://altss.com/profile/montrose-advisors)

---

Last updated: 2026-07-06T01:24:26.345Z

Canonical page: https://altss.com/profile/summit-wealth-partners-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology