Summit Wealth Strategies Revenue

Financial Services • Alva, Oklahoma, United States • 1-10 Employees

Summit Wealth Strategies revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Summit Wealth Strategies

Van Johnson

Owner, Tax & Wealth Advisor

Company overview

Headquarters	411 College Ave, Alva, OK 73717, US
Website	teamsummitwealth.com
NAICS	52
Founded	2019
Employees	1-10

About Summit Wealth Strategies

Tax Planning & Tax Preparation Services: Individuals Partnerships S-Corporations C-Corporations Estates & Trusts Bookkeeping Services Payroll Preparation Services Wealth Management Services Branch Office: 411 College Ave., Alva, OK 73717 Securities offered through Cetera Wealth Services, LLC, Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Summit Wealth Strategies has never raised funding before.

Frequently asked questions

Summit Wealth Strategies is located in Alva, Oklahoma, US.

Summit Wealth Strategies generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Summit Wealth Strategies has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Summit Wealth Strategies was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Summit Wealth Strategies

Van Johnson

Owner, Tax & Wealth Advisor

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