Summit Wealth Advisors - Ownership and Business Overview

Business ServicesCompany

Summit Wealth Advisors Ownership

Who owns Summit Wealth Advisors?

Summit Wealth Advisors is owned by Mercer Advisors. It was acquired on August 5, 2020.

Summit Wealth Advisors Business Overview

Where is Summit Wealth Advisors headquartered?

Summit Wealth Advisors is headquartered in Frisco, Colorado.

What sector is Summit Wealth Advisors in?

Summit Wealth Advisors is a business services company.

Business Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, business services ranked 2 in number of deals in 2020. The largest business services acquisition in 2020 was Hms Holdings - which was acquired by Gainwell Technologies for $3.4B.

Join Mergr to view all 809 acquisitions of business services companies in 2020, including 136 acquisitions by private equity firms, and 673 by strategics.

Summit Wealth Advisors, Inc.

610 Main Street, Suite 15,
Frisco, Colorado 80443
United States,
(970) 468-8800
www.summitwealthinc.com

Summit Wealth Advisors is a wealth management firm focused on delivering full-service financial planning and investment management services to mass affluent and high net worth (HNW) clientele. Summit Wealth Advisors is based in Frisco, Colorado.


Company Summary

SECTOR

Business Services

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