Summary
Modern-Wealth LLC
Founded in 1997
Description
Modern-Wealth, LLC is an independent advisor to people in financial transition. As your personal CFO, we help you through the financial challenges of divorce, death, job change, relocation or relationship shift. We support the new direction of your life by aiding you in developing and clarifying what you want your money to do for you. Together we strategize, navigate and ultimately, develop a unique and comprehensive plan to assist you in realizing your personal dreams and goals for yourself, your family, your charity, and your business.Modern-Wealth, LLC Together, we can accomplish more.
Strengths
- Modern-Wealth LLC 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
- Since Modern-Wealth LLC was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Modern-Wealth LLC's annual revenue
$5478000
Based on Kona Equity data
-
Revenue per employee
$547800
-
Variance of revenue growth
27.56
-
Annual revenue growth since founding
$202889
-
Revenue growth rate from first known quarter to current
291.3%
Employee Count
10 employees
-
Employee growth rate from first known quarter to current
257.1%
Executives
Susan Keeler
Life & Health Insurance Advisor
s**@modern-wealth.comAlan Rhode
CEO
a**@modern-wealth.comJennifer Lee
President
j**@modern-wealth.comPhone Modern-Wealth
Founder & Chief Executive Officer
p**@modern-wealth.comG Score - 5
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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Modern-Wealth LLC
- Category: Financial services
- Industry: Consultant
- SIC: 62
- NAICS: 523; 523920
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Firmographic data G Score of 5 Founded in 1997 SIC: 62 NAICS: 523 NAICS: 523920 #Investment Banking #Finance
Frequently Asked Questions
Modern-Wealth LLC's headquarters are located at 6710 Professional Pkwy. W, Ste. 201-B Sarasota, FL 34240.
Modern-Wealth LLC's official website is modern-wealth.com
Modern-Wealth LLC's annual revenue is $5.5 M.
Modern-Wealth LLC's SIC: 62
Modern-Wealth LLC's NAICS: 523; 523920.
Modern-Wealth LLC has 10 employees
Modern-Wealth LLC is in the industry of Financial services.
