First Summit Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
301 University Ave Ste 101, Sacramento, ...Phone Number
(833) 749-8260Website
www.firstsummitwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About First Summit Wealth Management
First Summit Wealth Management is a full-service financial practice that specializes in customized, goals-based investment guidance for high-net-worth individuals, business owners, and their families. The firm emphasizes a personalized approach to financial planning, recognizing that each client's situation and investment objectives are unique. As fiduciary financial advisors, they maintain a high standard of client care and engage in advisory relationships without bias towards specific products or services. Their fee structure is based on assets under management, assessed quarterly, with a minimum fee requirement.Explore more
Popular SearchesFirst Summit Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
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Founded In
<$5M
1-10
Private
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JM
June MatthysseAssistant Vice President & Client Service Client Relationship Manager
Company Profile Activity
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First Summit Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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First Summit Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about First Summit Wealth Management.
First Summit Wealth Management Tech Stack
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First Summit Wealth Management is a full-service financial practice that specializes in customized, goals-based investment guidance for high-net-worth individuals, business owners, and their families. The firm emphasizes a personalized approach to financial planning, recognizing that each client's situation and investment objectives are unique. As... Read More
