Summit Wealth Strategies Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 22

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Summit Wealth Strategies General Information

Description

Provider of wealth management services catering to individuals and commercial customers. The company offers a range of services, including cash flow management, retirement, business succession and estate planning, and others, enabling access to financial products and services that suit all clients' needs.

Contact Information

Website
www.swsllc.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 16020 Swingley Ridge Road
  • Suite 110
  • Chesterfield, MO 63017
  • United States
+1 (636)
Primary Industry
Asset Management
Parent Company
Arax Advisory Partners
Corporate Office
  • 16020 Swingley Ridge Road
  • Suite 110
  • Chesterfield, MO 63017
  • United States
+1 (636)

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Summit Wealth Strategies Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Summit Wealth Strategies Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Summit Wealth Strategies FAQs

  • When was Summit Wealth Strategies founded?

    Summit Wealth Strategies was founded in 2016.

  • Where is Summit Wealth Strategies headquartered?

    Summit Wealth Strategies is headquartered in Chesterfield, MO.

  • What is the size of Summit Wealth Strategies?

    Summit Wealth Strategies has 22 total employees.

  • What industry is Summit Wealth Strategies in?

    Summit Wealth Strategies’s primary industry is Asset Management.

  • Is Summit Wealth Strategies a private or public company?

    Summit Wealth Strategies is a Private company.

  • What is Summit Wealth Strategies’s current revenue?

    The current revenue for Summit Wealth Strategies is .

  • When was Summit Wealth Strategies acquired?

    Summit Wealth Strategies was acquired on 05-Aug-2025.

  • Who acquired Summit Wealth Strategies?

    Summit Wealth Strategies was acquired by Arax Advisory Partners.

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