Summary

Oliver Wealth Management

Founded in 2016

Description

Oliver Wealth Management is a fee-only, fiduciary financial advisory firm based in Towson, Maryland but serving investors nationwide.

Strengths

  • Oliver Wealth Management has a strong market share in their industry
  • 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

Weaknesses

  • Revenue generated per employee is less than the industry average

Annual Revenue

Oliver Wealth Management's annual revenue

$3274000

Based on Kona Equity data

  • Revenue per employee

    $409250

  • Variance of revenue growth

    0.0

  • Annual revenue growth since founding

    $409250

  • Revenue growth rate from first known quarter to current

    -4.4%

Employee Count

8 employees

  • Employee growth rate from first known quarter to current

    -11.1%

Executives

Tina Gallo

Senior Client Associate

t**@oliverwealth.com

G Score - 4

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.
  • 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

Location

901 Dulaney Valley Rd., Ste. 701 
Towson, MD  21204

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Key Information

  • SIC: 62
  • NAICS: 523; 52
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 Oliver Wealth Management.

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Frequently Asked Questions

Where is Oliver Wealth Management located?

Oliver Wealth Management's headquarters are located at 901 Dulaney Valley Rd., Ste. 701  Towson, MD  21204.


What is Oliver Wealth Management's official website?

Oliver Wealth Management's official website is oliverwealth.com


What is Oliver Wealth Management's revenue?

Oliver Wealth Management's annual revenue is $3.3 M.


What is Oliver Wealth Management's SIC code?

Oliver Wealth Management's SIC: 62


What is Oliver Wealth Management's NAICS code?

Oliver Wealth Management's NAICS: 523; 52.


How many employees does Oliver Wealth Management's have?

Oliver Wealth Management has 8 employees


What industry does Oliver Wealth Management belong to?

Oliver Wealth Management is in the industry of Financial services.

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