Summit Wealth Advisors

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

9043 Perry Hwy, Pittsburgh, Pennsylvania...

Phone Number

(412) 367-3980

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Summit Wealth Advisors

At Summit Wealth Advisors they are committed to the client-advisor relationship. Their clients can expect timely advice and service with an experienced and knowledgeable advisor. They seek to continually exceed their clients' expectations through a comprehensive, long-term financial planning relationship. They are dedicated to pursuing excellence in all of their business practices. They achieve this through continual education, training and leadership in an ever changing financial services industry.Explore more
Summit Wealth Advisors's Social MediaPopular SearchesSummit Wealth AdvisorsSummit Investment Advisorssummit wealth advisors LLCBroadridge Investor Communication Solutions IncSummit Wealth Advisors TelSIC Code 62,628NAICS Code 52,523Show more

Summit Wealth Advisors Org Chart

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Partner

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KJ
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Administrative Assistant

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JD
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Lpl Registered Wealth Advisor & Representativ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Wealth Advisors

<$5M
1-10
Private
-
2001
<$5M
11-50
Private
-
2005
Douglas Knable, Chairman & Chief Executive Officer at FamilyWealth Management Group
Douglas KnableChairman & CEO
<$5M
1-10
Private
-
2010
JM
Jeffrey MyersFounder & Managing Director
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2014
LS
Luke ShevlinFinancial Advisor
<$5M
1-10
Private
-
2000
DS
Doris SauderOffice Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Summit Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Summit Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Wealth Advisors.

Summit Wealth Advisors Tech Stack

A closer look at the technologies used by Summit Wealth Advisors

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Frequently Asked Questions Regarding Summit Wealth Advisors

What is Summit Wealth Advisors's official website?
Summit Wealth Advisors's official website is www.summitia.com
What is Summit Wealth Advisors's Revenue?
Summit Wealth Advisors's revenue is <$5 Million
What is Summit Wealth Advisors's SIC code?
Summit Wealth Advisors's SIC: 62,628
What is Summit Wealth Advisors's NAICS code?
Summit Wealth Advisors's NAICS: 52,523
How many employees does Summit Wealth Advisors have?
Summit Wealth Advisors has 1-10 employees
What industry does Summit Wealth Advisors belong to?
Summit Wealth Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Summit Wealth Advisors competition?
Summit Wealth Advisors top competitors include: Independent Investment Services, Jeffrey Wealth Management, 20/20 Financial Group, Advisory Services Financial
What technology does Summit Wealth Advisors use?
Some of the popular technologies that Summit Wealth Advisors uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Summit Wealth Advisors?
Summit Wealth Advisors contact info: Phone number: (412) 367-3980 Website: www.summitia.com
What does Summit Wealth Advisors do?

At Summit Wealth Advisors they are committed to the client-advisor relationship. Their clients can expect timely advice and service with an experienced and knowledgeable advisor. They seek to continually exceed their clients' expectations through a comprehensive, long-term financial planning relationship. They are dedicated to pursuing excellence i... n all of their business practices. They achieve this through continual education, training and leadership in an ever changing financial services industry.Read More

What are Summit Wealth Advisors social media links?
Summit Wealth Advisors Facebook page
Is Summit Wealth Advisors a public company?
Summit Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Summit Wealth Advisors

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