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VerifiedFinancial Services· Founded 2014

Summit Wealth Management

Financial Advice goes beyond annual returns, net worth statements and required minimum distributions. It is the commitment to developing, implementing, and adjusting an investment plan for the families that we work with that makes a difference. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-deal and separate non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found at wfa.com/social. This information is intended for use only by residents of AK, AR, AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, MA, MN, MT, NM, NV, NY, OH, OK, OR, PA, TN,TX, UT, VA, WA, WY

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HeadquartersSalem, United StatesEmployees6(1 to 10)Annual revenue$1M to <$10MFounded year2014Websitesummitwm.netLinkedIn profileLinkedIn

Verified contacts

7

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LinkedIn employees

6

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Summit Wealth Management

6 distinct titles indexed · top 6 shown.

  • 1accountant
  • 1client service specialist
  • 1financial advisor
  • 1portfolio advisor
  • 1portfolio manager
  • 1senior financial advisor managing partner

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