Summary

Generation Wealth Management LLC

Founded in 2016

Strengths

  • Revenue growth is more steady than the industry average

Weaknesses

  • Generation Wealth Management LLC has a very small market share in their industry
  • Revenue generated per employee is less than the industry average
  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average

Annual Revenue

Generation Wealth Management LLC's annual revenue

$1525000

Based on Kona Equity data

  • Revenue per employee

    $254166

  • Variance of revenue growth

    0.17

  • Revenue growth rate from first known quarter to current

    -65.3%

Employee Count

6 employees

  • Employee growth rate from first known quarter to current

    -68.2%

Executives

Jeff Ho

Managing of Generation Wealth Management & Takes On The Lead Role Partner

j**@genwealthmanagement.com

Mike Jones

Financial Advisor

m**@genwealthmanagement.com

G Score - 1

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.

  • G5 Variance of revenue growth is less than the industry average

Location

30 Wall St., 8th Fl. 
New York City, NY  10005

Unlock unlimited leads

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

Similar Companies

Vibrance Wealth Management

vibrancewealth.com
  • Location: San Jose, CA
  • Annual Revenue: $1.1M
  • Employees: 3
  • Vibrance Wealth Management is an independent boutique wealth management firm in Californias Silicon Valley. They serve high net worth individuals and corporations, offering holistic financial planning services, goal-based investment management, and ta...

Dimensions Wealth Management

dimensionswm.com
  • Founded in 2018
  • Location: Roseville, CA
  • Annual Revenue: $1.1M
  • Employees: 4
  • Dimensions Wealth Management is a financial advisory firm based in Roseville, CA. We believe that getting good financial guidance is essential, but being comfortable with who is giving the guidance is equally important. Our team is held to the highest ...

ABLE Wealth Management Solutions

ablewms.com
  • Location: Ann Arbor, MI
  • Annual Revenue: $1.3M
  • Employees: 8
  • ABLE Wealth Management Solutions is an independent, fee-only registered investment advisor that provides customized portfolio management services.

Desert Cities Wealth Management

desertcitieswm.com
  • Founded in 1962
  • Location: Yucca Valley, CA
  • Annual Revenue: $1.2M
  • Employees: 4
  • Desert Cities Wealth Management is a leading financial services firm that specializes in providing comprehensive wealth management solutions. With a team of experienced professionals, we offer a wide range of services including investment management, r...

Music Row Wealth Management

musicrowwealthmanagement.com
  • Founded in 2017
  • Location: Nashville, TN
  • Annual Revenue: $1.1M
  • Employees: 5
  • Music Row Wealth Management is a full service financial planning and money management firm dedicated to serving the entertainment industry with independent, industry specific advice and planning. Financial Services

Klein Wealth Management

kleinportal.com
  • Founded in 2010
  • Location: Portland, OR
  • Annual Revenue: $1.1M
  • Employees: 6
  • As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial a...

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 Generation Wealth Management LLC.

See similar companies

Frequently Asked Questions

Where is Generation Wealth Management LLC located?

Generation Wealth Management LLC's headquarters are located at 30 Wall St., 8th Fl.  New York City, NY  10005.


What is Generation Wealth Management LLC's official website?

Generation Wealth Management LLC's official website is genwealthmanagement.com


What is Generation Wealth Management LLC's revenue?

Generation Wealth Management LLC's annual revenue is $1.5 M.


What is Generation Wealth Management LLC's SIC code?

Generation Wealth Management LLC's SIC: 62


What is Generation Wealth Management LLC's NAICS code?

Generation Wealth Management LLC's NAICS: 523; 52.


How many employees does Generation Wealth Management LLC's have?

Generation Wealth Management LLC has 6 employees


What industry does Generation Wealth Management LLC belong to?

Generation Wealth Management LLC is in the industry of Investment banking.

Next step

Visitors review