CompaniesdividerSumma Wealth Management

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Summa Wealth Management

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we sell advice not products. it's not complicated. summa aims to transform the wealth management experience by leveraging technology to provide scalable, value additive and cost effective advisory services through robust web applications and enhanced client advisory relationships.

Headquarters:
Portland, Oregon, United States
Industry:
Financial Services
Founded:
2013
Employees:
0
Annual Revenue:
-
Type: Private
Ticker: -
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Summa Wealth Management

Let us help answer the most common questions you might have.

Where is Summa Wealth Management located?

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Summa Wealth Management's headquarters is located at Portland, Oregon, United States

What is Summa Wealth Management's official website?

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Summa Wealth Management's official website is summawm.com

What is Summa Wealth Management's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Summa Wealth Management's NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Summa Wealth Management have?

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Summa Wealth Management has 0 employees

What industry does Summa Wealth Management belong to?

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Summa Wealth Management is in the industry of: Financial Services

What are Summa Wealth Management's social media links?

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Summa Wealth Management Linkedin page

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Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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