Summary

DCH Wealth Management

Description

DCH Wealth Management partners with individuals, families and small businesses to help them achieve their financial goals by providing unbiased advice, disciplined investment strategies and comprehensive financial planning.

Strengths

  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average

Weaknesses

  • DCH Wealth Management has a very small market share in their industry
  • Revenue generated per employee is less than the industry average
  • Variance of revenue growth is more than the industry average

Annual Revenue

DCH Wealth Management's annual revenue

$1147000

Based on Kona Equity data

  • Revenue per employee

    $286750

  • Variance of revenue growth

    3.94

  • Revenue growth rate from first known quarter to current

    -40.6%

Employee Count

4 employees

  • Employee growth rate from first known quarter to current

    -40.0%

Executives

Melissa Robertson

Manager, Client Services

m**@dchwealth.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.

  • 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.

Location

147 2nd Ave S, Ste 403 
St. Petersburg, FL  33701

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Ideal Wealth Management

idealwealthmanagement.com
  • Location: Merrick, NY
  • Annual Revenue: $1.0M
  • Employees: 5
  • Clifford Meditz is a company that provides comprehensive financial planning and wealth management services. They specialize in helping business owners and women plan for retirement, navigate market shifts, and identify long-term trends. With their expe...

JBG Wealth Management

jackbiedebach.com
  • Location: Anaheim, CA
  • Annual Revenue: $1.1M
  • Employees: 5

Fidelity Investments

jettupstream.com
  • Location: Lone Tree, CO
  • Annual Revenue: $466.0K
  • Employees: 7

Triton Wealth

tritonwealth.com
  • Location: Aitkin, MN
  • Annual Revenue: $1.5M
  • Employees: 10
  • Triton Wealth is a financial company that specializes in providing personalized retirement planning services. They prioritize the interests of their clients and aim to guide them towards smarter financial decisions. With a team of experienced financial...

Copper Canyon Wealth Management

coppercanyonwealth.com
  • Founded in 2011
  • Location: Mesa, AZ
  • Annual Revenue: $1.1M
  • Employees: 6

Legacy Wealth Management Group LLC

legacywmglv.com
  • Founded in 2015
  • Location: Las Vegas, NV
  • Annual Revenue: $5.6M
  • Employees: 13
  • Legacy Wealth Management Group of Las Vegas is a full-service investment planning and wealth management firm. They provide comprehensive financial planning services to individuals, athletes, families, professionals, and business owners. Their investmen...

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 DCH Wealth Management.

See similar companies

Frequently Asked Questions

Where is DCH Wealth Management located?

DCH Wealth Management's headquarters are located at 147 2nd Ave S, Ste 403  St. Petersburg, FL  33701.


What is DCH Wealth Management's official website?

DCH Wealth Management's official website is dchwealth.com


What is DCH Wealth Management's revenue?

DCH Wealth Management's annual revenue is $1.1 M.


What is DCH Wealth Management's SIC code?

DCH Wealth Management's SIC: 62


What is DCH Wealth Management's NAICS code?

DCH Wealth Management's NAICS: 523; 52.


How many employees does DCH Wealth Management's have?

DCH Wealth Management has 4 employees

Next step

Visitors review