Summary
Silicon Valley Wealth Advisors LLC
Founded in 1996
Description
We are your partners, helping you achieve financial success so that your wealth becomes a catalyst for the accomplishment of your life goals. We want to help you reach further, dream bigger, and go beyond what you thought was possible.
Strengths
- Silicon Valley Wealth Advisors LLC 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
- Since Silicon Valley Wealth Advisors LLC was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Silicon Valley Wealth Advisors LLC's annual revenue
$6317000
Based on Kona Equity data
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Revenue per employee
$350944
-
Variance of revenue growth
0.03
-
Annual revenue growth since founding
$225607
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Revenue growth rate from first known quarter to current
53.3%
Employee Count
18 employees
-
Employee growth rate from first known quarter to current
43.8%
Executives
Linda Nebenzahl
Senior Financial Planner
l**@svwadvisors.comTracy Lasecke
CEO
t**@svwadvisors.comLisa Ozaki
Financial Planning Associate
l**@svwadvisors.comScott Yang
Senior Wealth Advisor
s**@svwadvisors.comMonique Ruiz
Manager, Client Care
m**@svwadvisors.comCharles Tran
Financial Planning Associate
c**@svwadvisors.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.
- 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
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Silicon Valley Wealth Advisors LLC
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 5 Founded in 1996 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Silicon Valley Wealth Advisors LLC's headquarters are located at 2275 E. Bayshore Rd., Ste. 140 Palo Alto, CA 94303.
Silicon Valley Wealth Advisors LLC's official website is svwadvisors.com
Silicon Valley Wealth Advisors LLC's annual revenue is $6.3 M.
Silicon Valley Wealth Advisors LLC's SIC: 62
Silicon Valley Wealth Advisors LLC's NAICS: 523; 52.
Silicon Valley Wealth Advisors LLC has 18 employees
Silicon Valley Wealth Advisors LLC is in the industry of Professional training & coaching.
