Summation Wealth Group
Financial Services • 
Colorado Springs, Colorado, United States • 11-20 Employees
Company overview
| Headquarters | 90 S Cascade Ave, Colorado Springs, Colorado 80903, US |
| Phone number | +14071274 |
| Websites | |
| NAICS | 52 |
| Employees | 11-20 |
Key Contact at Summation Wealth Group
Benjamin Harvey
Private Wealth Advisor/Founder
Summation Wealth Group Email Formats
Summation Wealth Group uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@nm.com | 100% |
About Summation Wealth Group
At Summation Wealth group, we help business owners, entrepreneurs, and legacy-focused families create financial independence. We work with you to curate a financial plan infused with your unique goals and your vision at the forefront.
Summation Wealth Group revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Summation Wealth Group has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Summation Wealth Group has never raised funding before.
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