Summary

Living Wealth

Founded in 1972

Description

Infinite banking by Ray Poteet and his team help families find financial freedom through private family banking. This strategy uses the Infinite Banking Concept created by R. Nelson Nash.

Strengths

  • Living Wealth 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
  • Web traffic rankings are better than the industry average

Weaknesses

  • Since Living Wealth was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Living Wealth's annual revenue

$1490000

Based on Kona Equity data

  • Revenue per employee

    $248333

  • Variance of revenue growth

    0.21

  • Annual revenue growth since founding

    $28654

  • Revenue growth rate from first known quarter to current

    -36.8%

Employee Count

6 employees

  • Employee growth rate from first known quarter to current

    -42.2%

Executives

Jodi Schlesener

Vice President

j**@livingwealth.com

Vicki Vannalath

Associate

v**@livingwealth.com

Caitlin Schlesener

Policy Services

c**@livingwealth.com

Curtis May

Associate

c**@livingwealth.com

Raymond Poteet

Owner

r**@livingwealth.com

John Heckler

Owner

j**@livingwealth.com

Steven Bella

Associate

s**@livingwealth.com

Joe Pantozzi

CEO

j**@livingwealth.com

Yvonne Burke

Director, Sales

y**@livingwealth.com

Lidia Karapetyan

Director, Business

l**@livingwealth.com

William Weatherspoon

Associate

w**@livingwealth.com

Juan Romero

President

j**@livingwealth.com

Valerie Laroque

Financial Advisor & Regional Director

v**@livingwealth.com

Julius Botelho

Associate

j**@livingwealth.com

Phone Services

Founder & Chief Executive Officer

p**@livingwealth.com

Richard Corbitt

Associate

r**@livingwealth.com

Crystal Eisman

Contracting & Licensing Applications Specialist

c**@livingwealth.com

Kristofer Kemp

Insurance Agent and Social Outreach Specialist

k**@livingwealth.com

Candice Shears-Whitaker

Chief Executive Officer

c**@livingwealth.com

Steve Labella

Associate

s**@livingwealth.com

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
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    924 K

  • Daily time

    2:19

  • Bounce Rate

    71.4 %

Location

4100 W 6th St 
Lawrence, KS  66049

Unlock unlimited leads

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

Similar Companies

JLM Wealth Strategies

jlmwealthstrategies.com
  • Founded in 2007
  • Location: Dublin, CA
  • Annual Revenue: $1.1M
  • Employees: 6
  • JLM Wealth Strategies is dedicated to serving C Suite employees and Small Business Owners specializing in the implementation of the Infinite Banking strategy, Retirement Income Planning, and business debt acceleration. Our strategies help high income e...

Financial Fortress Builders

financialfortressbuilders.com
  • Location: Elm Grove, WI
  • Annual Revenue: $4.7M
  • Employees: 16
  • Experienced Financial Advisors | Financial Fortress Builders Learn the real secrets of money with the financial advisors at Financial Fortress Builders. Build wealth through the use of unique concepts, education, and more. A good man leaveth an inheri...

Insight Asset Advisory Group

insightassetadvisorygroup.com
  • Founded in 2002
  • Location: Glendale, CA
  • Annual Revenue: $1.3M
  • Employees: 5
  • Insight Asset Advisory Group is a financial services company founded in 2002. They specialize in helping individuals and families create and preserve wealth. Their personalized approach involves assisting clients in selecting the right financial and in...

Family Bank Business

familybankbusiness.com
  • Annual Revenue: $2.5M
  • Employees: 15

Cash Value Solutions

cashvaluesolutions.com
  • Founded in 2019
  • Location: Red Cloud, NE
  • Annual Revenue: $2.0M
  • Employees: 8
  • Our mission is simple: to help you regain control of your money, and ultimately your life, through an alternative financial strategy, the Infinite Banking Concept.

Key Information

  • SIC: 62; 621
  • NAICS: 52; 522
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 Living Wealth.

See similar companies

Frequently Asked Questions

Where is Living Wealth located?

Living Wealth's headquarters are located at 4100 W 6th St  Lawrence, KS  66049.


What is Living Wealth's official website?

Living Wealth's official website is livingwealth.com


What is Living Wealth's revenue?

Living Wealth's annual revenue is $1.5 M.


What is Living Wealth's SIC code?

Living Wealth's SIC: 62; 621


What is Living Wealth's NAICS code?

Living Wealth's NAICS: 52; 522.


How many employees does Living Wealth's have?

Living Wealth has 6 employees


What industry does Living Wealth belong to?

Living Wealth is in the industry of Professional training & coaching.

Next step

Visitors review