William Kovacs is not listed as a control person, but directly owns under 5% of Summit Wealth Partners.
Summit Wealth Partners is an investment adviser based in Orlando, FL, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $676 million, as filed on 27 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 1465530
- Firm
- Summit Wealth Partners · CRD 283648
- Role
- General Counsel
- In role since
- October 2012 · 14 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Orlando, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does William Kovacs work?
William Kovacs has been General Counsel of Summit Wealth Partners, LLC since October 2012.
How can I verify William Kovacs’ record?
William Kovacs’ role is listed on Summit Wealth Partners, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 283648.
