Summit Wealth Advocates - Ownership and Business Overview

Financial ServicesCompany

Summit Wealth Advocates Ownership

Who owns Summit Wealth Advocates?

Summit Wealth Advocates is owned by Avantax. It was acquired on August 22, 2023.

Summit Wealth Advocates Business Overview

Where is Summit Wealth Advocates headquartered?

Summit Wealth Advocates is headquartered in Prior Lake, Minnesota.

What sector is Summit Wealth Advocates in?

Summit Wealth Advocates is a financial services company.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 137 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 118 by strategics.

Summit Wealth Advocates

Summit Wealth Advocates LLC

5871 Crossandra Street SE,
Prior Lake, Minnesota 55372
United States,
(612) 987-9112
www.summitwealthadvocates.com

Summit Wealth Advocates is a Minnesota-based wealth management firm with approximately $330 million in total client assets. Summit Wealth Advocates is based in Prior Lake, Minnesota.


Company Summary

SECTOR

Financial Services

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Minnesota Companies , Financial Services Companies , United States Companies , Minnesota Financial Services Companies , Minnesota Financial Services with Acquisitions , Minnesota Financial Services with Divestitures

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