SUMMIT WEALTH PARTNERS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	19
Investment Advisory/Research	9
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	11
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2,049	$601.8M
Non-Discretionary	118	$27.7M
Total	2,167	$629.5M

Clients

Type	Number	RAUM
Individuals	709	$198.8M
HNW Individuals	128	$394.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	13	$11.2M
Charitable organizations	<5	$6.4M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$18.5M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	50
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	250.5M
Portfolio Manager	0
Both for Same	0

Portfolio Manager to Program	Sponsor
SUMMIT WEALTH PARTNERS WRAP FEE PROGRAM	SUMMIT WEALTH PARTNERS, LLC

Identifiers

SEC RIA File Number	801-107751
SEC ERA File Number	801-107751
SEC CIK Numbers	None
SEC CRD Numbers	283648
Legal Entity Identifier	None

Principal Office

800 N. ORANGE AVENUE
SUITE 302
ORLANDO
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic