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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2012
- Office Locations
- 6
Office Locations
About Summit Wealth Partners, LLC
Summit Wealth Partners, LLC is an independent wealth management and financial planning firm with nearly 40 years of experience, serving families, business owners, and individuals planning for retirement. The team takes a planning-led approach, using bespoke tools and rigorous stress testing to guide recommendations, with no products to sell. Custody relationships include Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM PATRICK MICHAEL KOVACS
General Counsel, President
- CRD
- --
- Ownership
- Less than 5%
JASON PATRICK PRINT
Chief Executive Officer, Co-President, Manager, President
- CRD
- #4262936
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ANDREW CHRISTOPHER BAKER
Wealth Advisor
- CRD
- #5753450
OMAR BHANGIA
Managing Director
- CRD
- #5985156
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $605,319,058 | $321,124 |
| Non-Discretionary | $70,342,184 | $453,821 |
| Total | $675,661,242 | $331,206 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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