Summit Wealth Management Revenue

Financial Services • Gig Harbor, Washington, United States • 11-20 Employees

Summit Wealth Management revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	No funding

Key Contact at Summit Wealth Management

Ed Grogan

President

Company overview

Headquarters	6625 Wagner Way, Suite 320, Gig Harbor, Washington 98335, US
Phone number	+12538582884
Website	summitplans.com
NAICS	52
Keywords	Wealth Management And Retirement Planning
Employees	11-20

Summit Wealth Management Email Formats

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

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

About Summit Wealth Management

We believe wealth management is more than numbers, charts and hot stock tips. For us, it’s about listening and learning about who you are, where you are in your life, and where you want your journey to take you. Then we work together to help you get there and make sure you stay on the right path. We are an award-winning, client-driven wealth management firm with clients spanning the globe. We are a boutique firm, but we have partnered with Commonwealth Financial Network, which means we offer the best of both worlds. We avoid the pitfalls of a complex corporate hierarchy, so we are focused on our clients and their business, instead of our own. And yet we have the resources, expertise and comprehensive range of services of a one hundred billion dollar broker/dealer. We pride ourselves on being professional and are very, very good at what we do. We also love what we do, and we aren’t afraid to show it. We are headquartered in Gig Harbor because it is an incredible place to live, and we love being an active and engaged part of our community. Another passion is serving the community we live and work in every day. [Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Summit Wealth Management, 6625 Wagner Way, Suite 320, Gig Harbor, WA 98335, (253) 858-2884. This communication is strictly intended for individuals residing in the states of [fill in the states in which you’re registered]. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html]

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Vice President

Employees by Department

Summit Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Summit Wealth Management has never raised funding before.

Summit Wealth Management Tech Stack

Discover the technologies and tools that power Summit Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Cloudflare Bot Management

Security

HTTP/3

Miscellaneous

SparkPost

DocuSign

Miscellaneous

Frequently asked questions

Summit Wealth Management is located in Gig Harbor, Washington, US.

You can reach Summit Wealth Management at +12538582884.

Summit Wealth Management generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.

Summit Wealth Management has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Summit Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Summit Wealth Management

Ed Grogan

President

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