Summit Wealth Group Information
Summary
Summit Wealth Group is a private company that has been in the industry for 41 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Randy Morris. Its headquarters is located at Colorado Springs, Colorado, USA. The number of employees ranges from 25 to 100. The annual revenue of Summit Wealth Group varies between 5.0M and 25M. To connect with Summit Wealth Group employee register on SignalHire.
Organization Website | summitwealthgroup.com |
Social Links |    |
Phone Number | 1-719-633-4033, 877-320-0379 |
Industries | |
Headquarters Location | 13710 Struthers Road, Colorado Springs, Colorado, 80921 US |
Employees Size | 100-200 employees |
Specialties | Accumulation Planning, Risk Management, Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Financial Advisor, Financial Advising, College Planning, Certified Financial Planner, Tax Planning, Accounting, Tax Preparation, Investment Management |
SIC Code | 7380 |
DMA Code | Colorado Springs Metropolitan Area |
Founded | 2002 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1996 | Privately Held | 25 - 100 | 15.3M | $0 | |
| 2018 | Privately Held | 10-50 | - | $- |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Number of employees by department
Length of Employment
Employee tenure at Summit Wealth Group shows a diverse range of experience levels:
3% have been with the company for less than 1 year10% for 1–2 years10% for 3–4 years13% for 5–7 years17% for 8–10 years47% have over 11 years of service at Summit Wealth GroupEx-employees positions
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