Summary
Castle Rock Wealth Management LLC
Founded in 2002
Description
Customized Solutions for Sophisticated Investors. Understanding your wealth challenges is essential to helping you identify goals and financial needs.
Strengths
- Castle Rock Wealth Management LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- 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
Annual Revenue
Castle Rock Wealth Management LLC's annual revenue
$4536000
Based on Kona Equity data
-
Revenue per employee
$567000
-
Variance of revenue growth
0.03
-
Annual revenue growth since founding
$206181
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Revenue growth rate from first known quarter to current
95.3%
Employee Count
8 employees
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Employee growth rate from first known quarter to current
77.3%
Executives
Kadin Malavey
No Title Available
k**@crwmadvisors.comMark Bertoli
Managing Partner
m**@crwmadvisors.comJennifer Rose
Chief Compliance Officer
j**@crwmadvisors.comJames Luippold
President & Founding Partner
j**@crwmadvisors.comWillard Folsom
Financial Advisor
w**@crwmadvisors.comRobert Davis
Financial Advisor
r**@crwmadvisors.comAntonette Scott
Staff Accountant
a**@crwmadvisors.comJoyce Moe
Financial Advisor
j**@crwmadvisors.comVirginia Mcgee
Office Assistant
v**@crwmadvisors.comG 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.
- G2 Income per employee more than industry average.
- 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
Location
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Key Information
- Name: Castle Rock Wealth Management LLC
- Category: Financial services
- Industry: Financial Consultant
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 5 Founded in 2002 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Castle Rock Wealth Management LLC's headquarters are located at 1777 Botelho Dr., Ste. 105 Walnut Creek, CA 94596.
Castle Rock Wealth Management LLC's official website is crwmadvisors.com
Castle Rock Wealth Management LLC's annual revenue is $4.5 M.
Castle Rock Wealth Management LLC's SIC: 62
Castle Rock Wealth Management LLC's NAICS: 523; 52.
Castle Rock Wealth Management LLC has 8 employees
Castle Rock Wealth Management LLC is in the industry of Financial services.
