Summary
CBD Wealth
Founded in 2004
Description
We believe that the client is the most crucial part of a financial plan, which is why CBD Wealth offers access to an array of financial services tailored to his or her specific needs and ambitions. With our background in the legal, banking and financi...
Strengths
- CBD Wealth 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
- Since CBD Wealth was founded, the company has grown faster than the industry average
Annual Revenue
CBD Wealth's annual revenue
$5657000
Based on Kona Equity data
-
Revenue per employee
$332765
-
Variance of revenue growth
0.17
-
Annual revenue growth since founding
$282850
-
Revenue growth rate from first known quarter to current
-28.2%
Employee Count
17 employees
-
Employee growth rate from first known quarter to current
-35.1%
Executives
Melanie Drumm
Client Services Associate
m**@cbdwealth.comRaymond Daigle
Partner
r**@cbdwealth.comWalter Bond
Partner
w**@cbdwealth.comBenjamin Bourgeois
Partner
b**@cbdwealth.comBrandi Dufrene
Client Service Associate
b**@cbdwealth.comEllen Reilly
Client Service Associate
e**@cbdwealth.comEdward Blanchard
Financial Representative
e**@cbdwealth.comHallie Marshall
Registered Client Service Associate
h**@cbdwealth.comEllen O'Reilly
Client Service Associate
e**@cbdwealth.comMollie Taylor
Financial Representative
m**@cbdwealth.comNatalie Trainor
Administrative Assistant, Specializing In Operations
n**@cbdwealth.comG Score - 6
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
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: CBD Wealth
- Category: Financial services
- Industry: Financial Planner
- SIC: 62
- NAICS: 5259; 523
See similar companies
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By City Metairie Small Financial Planner in Metairie Mid-size Financial Planner in Metairie Financial services in Metairie Small Financial services in Metairie Mid-size Financial services in Metairie
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By State LA Small companies in LA Financial services in LA Small Financial services in LA Mid-size Financial services in LA Small Financial Planner in LA Mid-size Financial Planner in LA
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Firmographic data G Score of 6 Founded in 2004 SIC: 62 NAICS: 5259 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
CBD Wealth's headquarters are located at 3000 21st St. Metairie, LA 70002.
CBD Wealth's official website is cbdwealth.com
CBD Wealth's annual revenue is $5.7 M.
CBD Wealth's SIC: 62
CBD Wealth's NAICS: 5259; 523.
CBD Wealth has 17 employees
CBD Wealth is in the industry of Financial services.
