Summit Wealth Partners, LLC

Entity
Company
Business address
800 N. Orange Ave, Suite 302, 32801 Orlando, FL
Phone
407-656-2252
State of incorporation
FL
Fiscal year end
December 31
Signature 13F
Chad Warrick - CCO
All SEC filings
View on sec.gov
Summit Wealth Partners, LLC has filed 25 SEC EDGAR filings since 9/9/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Aug 11, 2025 Jun 30, 2025 028-24363
N-PX Open Document Open Filing Aug 7, 2025 Jun 30, 2025 028-24363
13F-HR Open Document Open Filing May 6, 2025 Mar 31, 2025 028-24363
13F-HR Open Document Open Filing Jan 27, 2025 Dec 31, 2024 028-24363
13F-HR Open Document Open Filing Oct 28, 2024 Sep 30, 2024 028-24363
N-PX Open Document Open Filing Oct 21, 2024 Jun 30, 2024 028-24363
13F-HR Open Document Open Filing Sep 11, 2024 Jun 30, 2024 028-24363
13F-HR Open Document Open Filing Sep 11, 2024 Mar 31, 2024 028-24363
13F-HR Open Document Open Filing Sep 11, 2024 Dec 31, 2023 028-24363
13F-HR Open Document Open Filing Sep 11, 2024 Sep 30, 2023 028-24363
13F-HR Open Document Open Filing Sep 11, 2024 Jun 30, 2023 028-24363
13F-HR Open Document Open Filing Sep 11, 2024 Mar 31, 2023 028-24363
13F-HR Open Document Open Filing Sep 11, 2024 Dec 31, 2022 028-24363
13F-HR Open Document Open Filing Sep 11, 2024 Sep 30, 2022 028-24363
13F-HR Open Document Open Filing Sep 11, 2024 Jun 30, 2022 028-24363
13F-HR Open Document Open Filing Sep 11, 2024 Mar 31, 2022 028-24363
13F-HR Open Document Open Filing Sep 10, 2024 Dec 31, 2021 028-24363
13F-HR Open Document Open Filing Sep 10, 2024 Sep 30, 2021 028-24363
13F-HR Open Document Open Filing Sep 10, 2024 Jun 30, 2021 028-24363
13F-HR Open Document Open Filing Sep 10, 2024 Mar 31, 2021 028-24363
13F-HR Open Document Open Filing Sep 10, 2024 Dec 31, 2020 028-24363
13F-HR Open Document Open Filing Sep 10, 2024 Sep 30, 2020 028-24363
13F-HR Open Document Open Filing Sep 10, 2024 Jun 30, 2020 028-24363
13F-HR Open Document Open Filing Sep 10, 2024 Mar 31, 2020 028-24363
13F-HR Open Document Open Filing Sep 9, 2024 Dec 31, 2019 028-24363