Summary

Caldera Wealth Management

Founded in 2003

Description

Caldera Wealth Management Group is a full-service financial firm that specializes in wealth management and retirement plans. We help small and mid-size businesses gain access to affordable and efficient retirement plans while providing tools for employ...

Strengths

  • Revenue generated per employee is greater than industry average
  • Revenue growth is more steady than the industry average

Weaknesses

  • Caldera Wealth Management has a very small market share in their industry
  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average

Annual Revenue

Caldera Wealth Management's annual revenue

$1289000

Based on Kona Equity data

  • Revenue per employee

    $214833

  • Variance of revenue growth

    0.14

  • Revenue growth rate from first known quarter to current

    -76.1%

Employee Count

6 employees

  • Employee growth rate from first known quarter to current

    -77.8%

Executives

Elizabeth Wilson

Client Relationship Manager

l**@calderawealth.com

G Score - 2

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.

  • G2 Income per employee more than industry average.
  • G5 Variance of revenue growth is less than the industry average

Location

5771 S. Fort Apache Rd., Ste. 130 
Las Vegas, NV  89148

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Key Information

  • SIC: 62
  • NAICS: 5416; 541
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 Caldera Wealth Management.

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Frequently Asked Questions

Where is Caldera Wealth Management located?

Caldera Wealth Management's headquarters are located at 5771 S. Fort Apache Rd., Ste. 130  Las Vegas, NV  89148.


What is Caldera Wealth Management's official website?

Caldera Wealth Management's official website is calderawealth.com


What is Caldera Wealth Management's revenue?

Caldera Wealth Management's annual revenue is $1.3 M.


What is Caldera Wealth Management's SIC code?

Caldera Wealth Management's SIC: 62


What is Caldera Wealth Management's NAICS code?

Caldera Wealth Management's NAICS: 5416; 541.


How many employees does Caldera Wealth Management's have?

Caldera Wealth Management has 6 employees


What industry does Caldera Wealth Management belong to?

Caldera Wealth Management is in the industry of Investment management.

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