Summary
Fort Wealth Management
Founded in 2008
Description
At Fort Wealth Management, we provide financial planning and wealth management services to individuals and families in the Austin and Houston areas.
Strengths
- Fort Wealth Management 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 Fort Wealth Management was founded, the company has grown faster than the industry average
Annual Revenue
Fort Wealth Management's annual revenue
$1564000
Based on Kona Equity data
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Revenue per employee
$260667
-
Variance of revenue growth
0.27
-
Annual revenue growth since founding
$95428
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Revenue growth rate from first known quarter to current
-91.6%
Employee Count
6 employees
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Employee growth rate from first known quarter to current
-92.5%
Executives
Justin Fort
Founder & President
j**@fortwm.comReagan Helfand
Vice President, Wealth Manager
r**@fortwm.comTatiana Weldon
Vice President, Client Relations
t**@fortwm.comHenry Forte
Managing Director, Registered Principal
h**@fortwm.comChris Chung
Director And Financial Adviser
c**@fortwm.comJennifer Carter
Executive Assistant, Client Relations
j**@fortwm.comJeff Soltow
Financial Planner & Manager, Wealth
j**@fortwm.comMelissa Fort
Member of Sales and Marketing Team
m**@fortwm.comChristy Eaglin
Office Manager
c**@fortwm.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
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Key Information
- Name: Fort Wealth Management
- Industry: Financial planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Austin Small Financial planner in Austin Mid-size Financial planner in Austin
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By State TX Small companies in TX Small Financial planner in TX Mid-size Financial planner in TX
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By Industry Financial planner Small Financial planner Mid-size Financial planner
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Firmographic data G Score of 6 Founded in 2008 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Fort Wealth Management's headquarters are located at 7701 San Felipe, Ste. 100 Austin, TX 78729.
Fort Wealth Management's official website is fortwm.com
Fort Wealth Management's annual revenue is $1.6 M.
Fort Wealth Management's SIC: 62
Fort Wealth Management's NAICS: 523; 52.
Fort Wealth Management has 6 employees
