Omar Bhangia
Investment Adviser Representative at Summit Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Omar Bhangia is an investment adviser representative with Summit Wealth Partners, LLC in Naples, FL, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Fifth Third Wealth Advisors LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fifth Third Wealth Advisors LLCNov 2021 – Jan 2026Naples, FL
- US Bank Wealth ManagementMar 2018 – Nov 2021Naples, FL
- PNCOct 2016 – Mar 2018Naples, FL
- Summit Wealth Partners, LLCJan 2026 – no end date reportedOrlando, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summit Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Orlando, FL
- SEC file number:
- 801-107751
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Summit Wealth Partners, LLC
11 other advisors in the directory
Similar advisors in Naples, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Omar Bhangia has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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