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
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Revenue per employee
$214833
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Variance of revenue growth
0.14
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Revenue growth rate from first known quarter to current
-76.1%
Employee Count
6 employees
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Employee growth rate from first known quarter to current
-77.8%
Executives
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
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Similar Companies
Key Information
- Name: Caldera Wealth Management
- Category: Investment management
- Industry: Financial Consultant
- SIC: 62
- NAICS: 5416; 541
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Firmographic data G Score of 2 Founded in 2003 SIC: 62 NAICS: 5416 NAICS: 541 #Investment Banking #Finance
Frequently Asked Questions
Caldera Wealth Management's headquarters are located at 5771 S. Fort Apache Rd., Ste. 130 Las Vegas, NV 89148.
Caldera Wealth Management's official website is calderawealth.com
Caldera Wealth Management's annual revenue is $1.3 M.
Caldera Wealth Management's SIC: 62
Caldera Wealth Management's NAICS: 5416; 541.
Caldera Wealth Management has 6 employees
Caldera Wealth Management is in the industry of Investment management.