Chad
Leatherwood
Summit Wealth Partners, LLC
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About this Advisor
Chad Leatherwood is a financial advisor based in Fort Myers, Florida, working with Summit Wealth Partners, LLC. Chad has previously held positions at Finley Wealth Management, LLC, Smc Advisory Network, LLC, Signature Financial Strategies, LLC, and Summit Wealth Partners, LLC. Chad has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Florida, Georgia, Illinois, Michigan, New Jersey, Ohio, Pennsylvania, Texas, Virginia, and Wisconsin. Currently, Chad is part of Summit Wealth Partners, LLC, which operates out of Fort Myers, Florida. The firm has 4 offices and 19 employees. The firm manages assets totaling $629.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Summit Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Wealth Partners, LLC Brokerage Details
$629,505,333
19
2,167
$290,496
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Chad Leatherwood Work History
Summit Wealth Partners, LLC
Signature Financial Strategies, LLC
Smc Advisory Network, LLC
Finley Wealth Management, LLC
Disclosures
Please visit the SEC profile of Chad Leatherwood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Wealth Partners, LLC
Orlando, FL
Naples, FL
Fort Myers, FL
Naples, FL
Orlando, FL
Naples, FL
Naples, FL
Orlando, FL
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