Summary

La Pointe Wealth Management

Description

La Pointe Wealth Advisors is a financial advisory firm that focuses on providing personalized strategies to help clients achieve their financial goals. With years of experience, they guide clients through life transitions and offer tailored solutions b...

Strengths

  • There are no known strengths for La Pointe Wealth Management

Weaknesses

  • La Pointe Wealth Management has a very small market share in their industry
  • Revenue generated per employee is less than the industry average
  • Since La Pointe Wealth Management was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

La Pointe Wealth Management's annual revenue

$1159000

Based on Kona Equity data

  • Revenue per employee

    $231800

  • Annual revenue growth since founding

    $66765

Employee Count

5 employees

Executives

Craig Carper

Member, Management Team

c**@lapointewealth.com

Bryce Street

Branch Office Manager

b**@lapointewealth.com

Linda Lake

Administrative Assistant

l**@lapointewealth.com

Amy Hanna

Client Service Associate

a**@lapointewealth.com

Skip Massey

Position In Airline Client Relations

s**@lapointewealth.com

Karen Pointe

Branch Operations Owner

k**@lapointewealth.com

G Score - 0

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.

Location

43980 Margarita Rd Ste 201 201
Temecula, CA  None

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Key Information

  • SIC: 62; 628
  • NAICS: 52; 523
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 La Pointe Wealth Management.

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Frequently Asked Questions


What is La Pointe Wealth Management's official website?

La Pointe Wealth Management's official website is lapointewealth.com


What is La Pointe Wealth Management's revenue?

La Pointe Wealth Management's annual revenue is $1.2 M.


What is La Pointe Wealth Management's SIC code?

La Pointe Wealth Management's SIC: 62; 628


What is La Pointe Wealth Management's NAICS code?

La Pointe Wealth Management's NAICS: 52; 523.


How many employees does La Pointe Wealth Management's have?

La Pointe Wealth Management has 5 employees


What industry does La Pointe Wealth Management belong to?

La Pointe Wealth Management is in the industry of Investment management.

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