Summit Wealth Strategies™ Revenue
Investment Management • 
425 S Cherry St, Suite 840, 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 Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Summit Wealth Strategies™
Shawn G. O'Keefe
Founder | Managing Director | Chief Wealth Advisor
Company overview
| Headquarters | 425 S Cherry St, Suite 840, Denver, Colorado 80246, US |
| Phone number | +17633160115 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investments, Premium Financing, Roth Ira, Fee Based Planning, Annuities, Retirement Planning, Life Insurance, Executive Benefits, Retirement Plans, Tax Reduction Strategies, Sep Ira, Simple Ira, Traditional Ira, Business Exit Planning, Esop'S, Brokerage Accounts, 401K'S, Buy/Sell Planning, Cost Of Care Planning, Educational Process, Group Beneftis, Low Cost Mutual Funds, Ret. Income Dist. Planning |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Summit Wealth Strategies™ Email Formats
Summit Wealth Strategies™ uses 1 email format. The most common is {first initial} (e.g., j@gosummitwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@gosummitwealth.com | 100% |
About Summit Wealth Strategies™
Thank you for visiting Summit Wealth Strategies™, LLC's LinkedIn page. Summit Wealth Strategies™ is a registered investment adviser. This platform is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing, or otherwise disclosing any form of testimonial that is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial and require that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to their accuracy, suitability, or completeness. Summit Wealth Strategies™ does not endorse, authorize, or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information, or for the collection or use of information regarding the website’s users and/or members. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Summit Wealth Strategies™, LLC’s use of the "like* button is not an endorsement of the organization or individual who posted the content. All content, likes; and followers of this page should not be considered testimonials or advertisements. Investment advisory services are offered through Summit Wealth Asset Management, LLC, a registered investment advisor firm. Shawn G. O’Keefe is a CO & MN Investment Advisor Representative. CRD# 2494631.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Summit Wealth Strategies™ has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Summit Wealth Strategies™ has never raised funding before.
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