Summary
Excel Wealth Management LLC
Founded in 2008
Description
Securities offered through LPL Financial, Member FINRA/SIPC https://t.co/0ZqgzC0sI8 https://t.co/Ewb0ZEwlcR
Strengths
- Excel 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
- Since Excel Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Excel Wealth Management LLC's annual revenue
$1308000
Based on Kona Equity data
-
Revenue per employee
$261600
-
Variance of revenue growth
23.81
-
Annual revenue growth since founding
$81750
-
Revenue growth rate from first known quarter to current
63.5%
Employee Count
5 employees
-
Employee growth rate from first known quarter to current
50.0%
Executives
G 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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Mk Financial Group
mkfinancialgroupllc.com- Location: Staten Island, NY
- Annual Revenue: $3.4M
- Employees: 12
The River Suite Wealth Partners
theriversuitewealthpartners.com- Location: Middletown, CT
- Annual Revenue: $1.1M
- Employees: 6
- The River Suite is a financial services firm committed to helping you improve your long term financial success. We deliver personalized service designed to grow, protect, and conserve assets and help you prepare for retirement.
Daniel Benzer
planwithdaniel.com- Location: Gilbert, AZ
- Annual Revenue: $1.0M
- Employees: 6
Allen Financial Wealth Management
allenfinancial.us- Founded in 1993
- Location: Salem, OR
- Annual Revenue: $271.0K
- Employees: 5
Van Sumeren Wealth Management
vansumerenwealth.com- Founded in 2010
- Location: Bay City, MI
- Annual Revenue: $1.1M
- Employees: 6
Omega Investment Partners
omegainvestmentpartners.com- Founded in 1999
- Location: Cleveland, OH
- Annual Revenue: $1.0M
- Employees: 6
- Omega Investment Partners is a company that specializes in managing wealth and preparing families to handle the unexpected. They provide tailored strategies to help clients protect and grow their assets.
Key Information
- Name: Excel Wealth Management LLC
- Category: Professional training & coaching
- Industry: Financial Consultant
- SIC: 62
- NAICS: 523; 52393
See similar companies
-
By City Rocky Hill Small Financial Consultant in Rocky Hill Mid-size Financial Consultant in Rocky Hill Professional training & coaching in Rocky Hill Small Professional training & coaching in Rocky Hill Mid-size Professional training & coaching in Rocky Hill
-
By State CT Small companies in CT Professional training & coaching in CT Small Professional training & coaching in CT Mid-size Professional training & coaching in CT Small Financial Consultant in CT Mid-size Financial Consultant in CT
-
By Category Professional training & coaching Small Professional training & coaching Mid-size Professional training & coaching
-
By Industry Financial Consultant Small Financial Consultant Mid-size Financial Consultant Professional training & coaching and Financial Consultant
-
Firmographic data G Score of 5 Founded in 2008 SIC: 62 NAICS: 523 NAICS: 52393 #Investment Banking #Finance
Frequently Asked Questions
Excel Wealth Management LLC's headquarters are located at 2139 Silas Deane Hwy. Ste. 207 Rocky Hill, CT 06067.
Excel Wealth Management LLC's official website is excelwm.com
Excel Wealth Management LLC's annual revenue is $1.3 M.
Excel Wealth Management LLC's SIC: 62
Excel Wealth Management LLC's NAICS: 523; 52393.
Excel Wealth Management LLC has 5 employees
Excel Wealth Management LLC is in the industry of Professional training & coaching.
