Omar Bhangia
Investment adviser representative at Summit Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$675.7MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Summit Wealth Partners, LLCJan 2026 to now
- Fifth Third Wealth Advisors LLCNov 2021 to Jan 2026
- US Bank Wealth ManagementMar 2018 to Nov 2021
- PNCOct 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Summit Wealth Partners, LLC
$675.7MAssets managed
783Clients
12Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5985156
- Firm CRD
- 283648