Summary

Cadence Wealth Management L.L.C

Founded in 2002

Description

Cadence Wealth Management, L.L.C. is a financial services company that provides a range of services to help individuals and businesses with their personal and business planning needs. They offer financial planning, investment management, life insurance...

Strengths

  • Cadence Wealth Management L.L.C has a strong market share in their industry
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since Cadence Wealth Management L.L.C was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average

Annual Revenue

Cadence Wealth Management L.L.C's annual revenue

$1099000

Based on Kona Equity data

  • Revenue per employee

    $274750

  • Variance of revenue growth

    0.3

  • Annual revenue growth since founding

    $157000

  • Revenue growth rate from first known quarter to current

    -81.7%

Employee Count

4 employees

  • Employee growth rate from first known quarter to current

    -83.3%

Executives

Dennis Nowstrup

Founder & President

d**@cadencewealth.com

Justin Wiseman

Agent

j**@cadencewealth.com

Erik Engh

Principal

e**@cadencewealth.com

David Tucker

Agent

d**@cadencewealth.com

Karen Porter

Manager, Operations

k**@cadencewealth.com

Shawn Sperrazza

Agent Staff

s**@cadencewealth.com

Susan Nowstrup

Financial Planning Coordinator

s**@cadencewealth.com

G Score - 5

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

3821 Juniper Trace, Ste. 203 
Austin, TX  78738

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Key Information

  • SIC: 62
  • NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Cadence Wealth Management L.L.C.

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Frequently Asked Questions

Where is Cadence Wealth Management L.L.C located?

Cadence Wealth Management L.L.C's headquarters are located at 3821 Juniper Trace, Ste. 203  Austin, TX  78738.


What is Cadence Wealth Management L.L.C's official website?

Cadence Wealth Management L.L.C's official website is cadencewealth.com


What is Cadence Wealth Management L.L.C's revenue?

Cadence Wealth Management L.L.C's annual revenue is $1.1 M.


What is Cadence Wealth Management L.L.C's SIC code?

Cadence Wealth Management L.L.C's SIC: 62


What is Cadence Wealth Management L.L.C's NAICS code?

Cadence Wealth Management L.L.C's NAICS: 523; 52.


How many employees does Cadence Wealth Management L.L.C's have?

Cadence Wealth Management L.L.C has 4 employees


What industry does Cadence Wealth Management L.L.C belong to?

Cadence Wealth Management L.L.C is in the industry of Investment management.

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