Summit Wealth Strategies
Financial Services • 
Chesterfield, Missouri, United States • 21-50 Employees
Company overview
| Headquarters | 16020 SWINGLEY RIDGE RD, SUITE 110, CHESTERFIELD, MO 63017, US |
| Phone number | +16365320088 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Wealth Management, Investment Advisors |
| Founded | 2016 |
| Employees | 21-50 |
| Socials |
Key Contacts at Summit Wealth Strategies
Randy Chalmers
Founder
Jason Chandler
Owner
Summit Wealth Strategies Email Formats
Summit Wealth Strategies uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@swsllc.com), used 73.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@swsllc.com | 73.3% |
{first name} | john@swsllc.com | 13.3% |
{first initial} | j@swsllc.com | 6.7% |
{first name}{last name} | johndoe@swsllc.com | 6.7% |
About Summit Wealth Strategies
At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal and financial level. Our goal is to help clients achieve true wealth – everything money can’t buy and death can’t take away. We are in constant pursuit of open communication to give us an in-depth understanding of each of your unique financial needs. Our associates’ credentials, experience and principled approach allow us to deliver on our promise of personalized service and adding superior level of comfort and confidence for you. Services offered through Summit X, LLC, dba Summit Wealth Strategies, a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Summit X, LLC, doing business as Summit Wealth Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Summit X, LLC unless a client service agreement is in place.
Summit Wealth Strategies revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Summit Wealth Strategies has 14 employees across 5 departments.
Departments
Number of employees
Funding Data
Summit Wealth Strategies has never raised funding before.
Summit Wealth Strategies Tech Stack
Discover the technologies and tools that power Summit Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Angola
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CanadaFrequently asked questions
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