Summary
Personal Wealth Partners LLC
Founded in 1995
Description
Personal Wealth Partners is a registered investment advisor that provides sound, independent, and unbiased financial guidance to help clients build wealth, protect their family, and preserve their assets.
Strengths
- Personal Wealth Partners LLC has a strong market share in their industry
Weaknesses
- Revenue generated per employee is less than the industry average
- 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
- Since Personal Wealth Partners LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Personal Wealth Partners LLC's annual revenue
$5708000
Based on Kona Equity data
-
Revenue per employee
$356750
-
Variance of revenue growth
0.09
-
Annual revenue growth since founding
$196828
-
Revenue growth rate from first known quarter to current
-66.4%
Employee Count
16 employees
-
Employee growth rate from first known quarter to current
-69.4%
Executives
G Score - 1
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.
Location
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Key Information
- Name: Personal Wealth Partners LLC
- Category: Investment management
- Industry: Financial Planner
- NAICS: 523; 523920
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By City Bloomington Small Financial Planner in Bloomington Mid-size Financial Planner in Bloomington Investment management in Bloomington Small Investment management in Bloomington Mid-size Investment management in Bloomington
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By State MN Small companies in MN Investment management in MN Small Investment management in MN Mid-size Investment management in MN Small Financial Planner in MN Mid-size Financial Planner in MN
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Firmographic data G Score of 1 Founded in 1995 NAICS: 523 NAICS: 523920
Frequently Asked Questions
Personal Wealth Partners LLC's headquarters are located at 1550 AMERICAN Blvd. E Ste. 640 640 Bloomington, MN 55425.
Personal Wealth Partners LLC's official website is personalwealthpartners.com
Personal Wealth Partners LLC's annual revenue is $5.7 M.
Personal Wealth Partners LLC's NAICS: 523; 523920.
Personal Wealth Partners LLC has 16 employees
Personal Wealth Partners LLC is in the industry of Investment management.
