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Summit Wealth Management

Summit Wealth Management develops, implements, and adjusts investment plans for families it works with.

Financial Services
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Headquarters
Salem, Oregon, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2014Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
26 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Summit Wealth Management do?

The company describes financial advice as extending beyond annual returns, net worth statements, and required minimum distributions.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Financial advice

The advice includes developing, implementing, and adjusting investment plans for families the company works with.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWSummit Wealth Management listed #4 on Financial planning consulting firms, September 29, 2026Open the published source list.
Summit Wealth Management

#4 Financial planning consulting firms

Snapshot: September 29, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 28, 2026 and September 29, 2026. How the company lists are built.

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