Summit Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
1500 Liberty St SE Ste 250, Salem, Orego...Phone Number
(503) 798-4343Website
www.summitwm.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Summit Wealth Management
Summit Wealth Management LLC, founded in 2014 and headquartered in Salem, Oregon, is a financial services firm operating in the investment banking industry. The company provides wealth management services and financial planning solutions to clients. Summit Wealth Management also offers supplemental workers compensation insurance, partnering with providers like State Farm Insurance to deliver comprehensive financial protection options.Explore more
Summit Wealth Management Org Chart
RG
Client Service Associate
BB
Senior Financial Advisor & Managing Partner
EL
Financial Advisor
KU
Administrative Assistant
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Revenue
Number of Employees
Type
Funding
Founded In
Summit Wealth Management
<$5M
1-10
Private
-
2014
BR
Barbara ReschSenior Financial Advisor & Portfolio Manager, Pim
<$5M
11-50
Private
-
2008
LH
Leslie HornbackSenior Wealth Strategist & Director, Retirement Plan Services
Company Profile Activity
Activity Insights
Summit Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Summit Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Wealth Management.
Summit Wealth Management Tech Stack
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Summit Wealth Management LLC, founded in 2014 and headquartered in Salem, Oregon, is a financial services firm operating in the investment banking industry. The company provides wealth management services and financial planning solutions to clients. Summit Wealth Management also offers supplemental workers compensation insurance, partnering with pr... Read More
