Summary
Summit Wealth Group LLC
Founded in 2004
Description
Summit Wealth Group provides sophisticated wealth management and life planning so our clients have the confidence that we understand their situation better than anyone else, and that we are able to make a difference in their lives. At Summit Wealth Group we help you identify your true goals, then adjust your financial footing to support what you want out of life. We get to know you, developing plans as unique as you are. Working closely with you to enrich your life is what makes us different. That's why our clients continue to look to us for ideas and strategies that help them refine their vision and support their goals for life.
Strengths
- There are no known strengths for Summit Wealth Group LLC
Weaknesses
- Summit Wealth Group LLC has a very small market share in their industry
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Summit Wealth Group LLC's annual revenue
$1605000
Based on Kona Equity data
-
Revenue per employee
$229286
-
Variance of revenue growth
38.8
-
Revenue growth rate from first known quarter to current
-72.2%
Employee Count
7 employees
-
Employee growth rate from first known quarter to current
-73.9%
Executives
Sarah Brookes-Governo
Agent
s**@summitwg.comAbigail Hurlburt
Partner
a**@summitwg.comErik Potts
Partner
e**@summitwg.comMary Williams
Relationship Manager
m**@summitwg.comKristin Wright
Office Manager
k**@summitwg.comRandall Lehman
Financial Planning Assistant
r**@summitwg.comG Score - 0
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
Location
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Key Information
- Name: Summit Wealth Group LLC
- Category: Financial services
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City White River Junction Small Financial Planner in White River Junction Mid-size Financial Planner in White River Junction Financial services in White River Junction Small Financial services in White River Junction Mid-size Financial services in White River Junction
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By State VT Small companies in VT Financial services in VT Small Financial services in VT Mid-size Financial services in VT Small Financial Planner in VT Mid-size Financial Planner in VT
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By Category Financial services Small Financial services Mid-size Financial services
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Financial services and Financial Planner
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Firmographic data Founded in 2004 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Summit Wealth Group LLC's headquarters are located at 205 Billings Farm Rd. Ste. 2A White River Junction, VT 05001.
Summit Wealth Group LLC's official website is summitwg.com
Summit Wealth Group LLC's annual revenue is $1.6 M.
Summit Wealth Group LLC's SIC: 62
Summit Wealth Group LLC's NAICS: 523; 52.
Summit Wealth Group LLC has 7 employees
Summit Wealth Group LLC is in the industry of Financial services.
