Summit Wealth Advisors

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

9125 W Thunderbird Rd Ste 100, Peoria, A...

Phone Number

(623) 583-6840

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
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1
1
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1

About Summit Wealth Advisors

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.Explore more
Summit Wealth Advisors's Social MediaPopular SearchesSummit Wealth Advisors LLCSummit Financial Advisors LLCSummit Wealth Advisorssummitwealthadvisorsllc.comSIC Code 62,628NAICS Code 52,523Show more

Summit Wealth Advisors Org Chart

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DZ
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Wealth Advisors

<$5M
1-10
Private
-
2014
DZ
Damon ZahlmannFinancial Advisor
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2020
JR
Jay RameyRegistered Representative - Investment Advisor Representative
<$5M
1-10
Private
-
2005
DP
Diana PedersenBenefits Specialist
<$5M
1-10
Private
-
2020
NK
Nic KennedyFounder & President
<$5M
1-10
Private
-
2013
KM
Khaoula MkaddemFinancial Planner & Assistant
<$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.swadvisorsllc.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, Securities Trading
What is Summit Wealth Advisors competition?
Summit Wealth Advisors top competitors include: Marshall Chawla, Three Rivers Executive Consulting, Synergy Wealth Partners, Starr Investments
What technology does Summit Wealth Advisors use?
Some of the popular technologies that Summit Wealth Advisors uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Summit Wealth Advisors?
Summit Wealth Advisors contact info: Phone number: (623) 583-6840 Website: www.swadvisorsllc.com
What does Summit Wealth Advisors do?

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.... Read More

What are Summit Wealth Advisors social media links?
Summit Wealth Advisors Linkedin page 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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