Summit Wealth Strategies logo

Summit Wealth Strategies Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Summit Wealth Strategies operates in the financial services sector as a registered investment adviser. The firm is based in Chesterfield, Missouri, and provides wealth management and financial planning services through Arax Advisory Partners, LLC. Its approach to client relationships centers on integrity, trust, and compassion, with attention to both personal and financial considerations. Positioning itself as a boutique advisory practice, Summit emphasizes personalized service intended to increase clients' comfort and confidence in making financial decisions. Advisory services are offered to clients and prospective clients under licenses appropriate to the firm's regulatory framework. The organization operates with a small to midsize team, reflecting its focus on individualized client attention.

Find Summit Wealth Strategies employees' phone numbers or email addresses

Summit Wealth Strategies Global Highlights

Location
Employees

North America
35

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  • United States Of America
    35

Summit Wealth Strategies's Leadership

  • Stylized image of a person
    K. N.
    Partner/Retirement Specialist
    Phone icon
  • Stylized image of a person
    D. B.
    Partner
    Phone icon
  • Stylized image of a person
    E. B.
    Senior Financial Consultant / Managing Partner
    Phone icon
  • Stylized image of a person
    D. O.
    Marketing & Technology Director
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Summit Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Human Resources
  • Legal
  • Other

Contact profiles from Summit Wealth Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. N.
    Partner/Retirement Specialist
    Phone icon
    May 19, 2026
  • Stylized image of a person
    D. B.
    Partner
    Phone icon
    Apr 14, 2025
  • Stylized image of a person
    E. B.
    Senior Financial Consultant / Managing Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    D. O.
    Marketing & Technology Director
    Phone icon
    Jul 13, 2025

Frequently Asked Questions

What is Summit Wealth Strategies known for?

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Summit Wealth Strategies was founded in 2016 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Summit Wealth Strategies's company overview page for more information.

What is Summit Wealth Strategies's most common email format?

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Summit Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Wealth Strategies email formats with LeadIQ.

How many employees does Summit Wealth Strategies have currently?

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Summit Wealth Strategies has approximately 20 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Summit Wealth Strategies's key employees and leadership?

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As of July 2026, Summit Wealth Strategies's key employees include:

  • Partner/Retirement Specialist: K. N.
  • Partner: D. B.
  • Senior Financial Consultant / Managing Partner: E. B.
  • Marketing & Technology Director: D. O.

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