Summary
LEE WEALTH MANAGEMENT
Founded in 2007
Description
Securities offered through Woodbury Financial Services, Inc. member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or
Strengths
- LEE 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 LEE WEALTH MANAGEMENT was founded, the company has grown faster than the industry average
Annual Revenue
LEE WEALTH MANAGEMENT's annual revenue
$1293000
Based on Kona Equity data
-
Revenue per employee
$184714
-
Variance of revenue growth
0.35
-
Annual revenue growth since founding
$76059
-
Revenue growth rate from first known quarter to current
-92.0%
Employee Count
7 employees
-
Employee growth rate from first known quarter to current
-92.6%
Executives
G 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
Unlock unlimited leads
Similar Companies
Moore Wealth Management
moore-wealth.com- Location: Holmdel, NJ
- Annual Revenue: $1.1M
- Employees: 4
- Moore Wealth Management is a financial services company that offers a wide range of investment and insurance products. They provide individual life, long term care, disability income, and portfolio insurances, as well as estate conservation and charita...
Farnsworth Financial Services Inc
farnsworthfinancial.com- Founded in 2015
- Location: Newark, OH
- Annual Revenue: $3.9M
- Employees: 17
- Home. Farnsworth Financial Services is an independent financial firm that offers a variety of investments vehicles as well as Life/Health Insurance opportunities. We work with individuals, families and businesses to help them achieve their financial go...
Camerio & Company
camerio.net- Location: Wetumpka, AL
- Annual Revenue: $198.0K
- Employees: 2
- Camerio.net is a wealth management company that specializes in serving accredited investors. They aim to empower their clients with confidence and financial independence by providing tailored investing solutions that are flexible and adaptive to their ...
MassMutual
wmgny.net- Location: Amherst, NY
- Annual Revenue: $1.9M
- Employees: 9
Rogers Financial Group
rfginvestments.com- Founded in 2005
- Location: Yakima, WA
- Annual Revenue: $1.1M
- Employees: 5
Alan Nishimoto
alannishimoto.com- Location: Honolulu, HI
- Annual Revenue: $841.0K
- Employees: 4
- Alan Nishimoto, CFP is a financial planning company based in Honolulu, HI. They provide services related to retirement planning, investment management, and financial education. With their expertise and personalized approach, they help individuals and ...
Key Information
- Name: LEE WEALTH MANAGEMENT
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
-
By City Jupiter Small Financial Planner in Jupiter Mid-size Financial Planner in Jupiter
-
By State FL Small companies in FL Small Financial Planner in FL Mid-size Financial Planner in FL
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner
-
Firmographic data G Score of 6 Founded in 2007 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
LEE WEALTH MANAGEMENT's headquarters are located at 2074 W Indiantown Rd. Ste. 205 Jupiter, FL 33458.
LEE WEALTH MANAGEMENT's official website is leewealthmanagement.com
LEE WEALTH MANAGEMENT's annual revenue is $1.3 M.
LEE WEALTH MANAGEMENT's SIC: 62
LEE WEALTH MANAGEMENT's NAICS: 523; 52.
LEE WEALTH MANAGEMENT has 7 employees
