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Summit Wealth Advocates Ownership Overview

Financial ServicesCompany

Who owns Summit Wealth Advocates?

Summit Wealth Advocates is owned by Avantax. It was acquired in 2023.

Summit Wealth Advocates

Summit Wealth Advocates LLC

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

Status Dates Investor(s)
Investment    Exit       
Current 2023-08-22 Avantax

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