Summary
Lifelong Wealth Management LLC
Founded in 2009
Description
Lifelong Wealth Management Group is a financial advisor and wealth management company based in Portland, Oregon. They offer comprehensive wealth management strategies tailored to the specific needs of their customers. Their services include retirement ...
Strengths
- Revenue generated per employee is greater than industry average
- Since Lifelong Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- Lifelong Wealth Management LLC has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Lifelong Wealth Management LLC's annual revenue
$1381000
Based on Kona Equity data
-
Revenue per employee
$230167
-
Variance of revenue growth
0.23
-
Annual revenue growth since founding
$92067
-
Revenue growth rate from first known quarter to current
-73.9%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-76.0%
Executives
Jason Gong
Manager, Wealth
j**@llwmg.comBrix Gatti-Espejo
Financial Advisor
b**@llwmg.comMeena Rancourt
Business Development
m**@llwmg.comSamantha Harrington
Administrative Assistant
s**@llwmg.comAmber Orton
Marketing Specialist
a**@llwmg.comG Score - 2
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.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: Lifelong Wealth Management LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523; 52393
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Firmographic data G Score of 2 Founded in 2009 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52393 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Lifelong Wealth Management LLC's headquarters are located at 5 Centerpointe Dr., Ste. 400 400 Lake Oswego, OR 97035.
Lifelong Wealth Management LLC's official website is llwmg.com
Lifelong Wealth Management LLC's annual revenue is $1.4 M.
Lifelong Wealth Management LLC's SIC: 62; 6211
Lifelong Wealth Management LLC's NAICS: 523; 52393.
Lifelong Wealth Management LLC has 6 employees
Lifelong Wealth Management LLC is in the industry of Investment management.
