Summit Wealth Consulting Revenue

Insurance • • 1-10 Employees

Summit Wealth Consulting revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Summit Wealth Consulting

Todd Shipley

Chief Executive Officer

Company overview

Headquarters	XX
Website	summitwealthconsulting.com
NAICS	52421
Employees	1-10
Socials

Summit Wealth Consulting Email Formats

Summit Wealth Consulting uses 1 email format. The most common is {first name} (e.g., john@summitwealthconsulting.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@summitwealthconsulting.com	100%

About Summit Wealth Consulting

Summit Wealth Consulting is a life insurance brokerage specializing in advanced financial strategies like Indexed Universal Life (IUL), Infinite Banking, Annuities, and traditional life insurance. We help clients build, preserve, and transfer wealth with personalized solutions that minimize taxes and maximize security. Our chargeback-free sales system ensures stability for both agents and clients, while our expert team provides tailored guidance to achieve long-term financial goals.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Summit Wealth Consulting has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Summit Wealth Consulting has never raised funding before.

Frequently asked questions

Summit Wealth Consulting is located in XX.

Summit Wealth Consulting generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Summit Wealth Consulting has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Summit Wealth Consulting has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Summit Wealth Consulting

Todd Shipley

Chief Executive Officer

4.8

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