Summary

Sterling Wealth

Description

Sterling Total Wealth Solutions is a financial advisor and financial planner based in The Woodlands Texas helping clients with retirement, wealth management and investment planning.

Strengths

  • Sterling Wealth 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

Sterling Wealth's annual revenue

$8620000

Based on Kona Equity data

  • Revenue per employee

    $431000

  • Variance of revenue growth

    0.11

  • Revenue growth rate from first known quarter to current

    73.3%

Employee Count

20 employees

  • Employee growth rate from first known quarter to current

    60.9%

Executives

Erich Kelley

Wealth Advisor

e**@sterlingtotalwealthsolutions.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

2202 Timberloch Pl, Ste 100 
The Woodlands, TX  77380

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Key Information

  • SIC: 62
  • NAICS: 523910; 523
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 Sterling Wealth.

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Frequently Asked Questions

Where is Sterling Wealth located?

Sterling Wealth's headquarters are located at 2202 Timberloch Pl, Ste 100  The Woodlands, TX  77380.


What is Sterling Wealth's official website?

Sterling Wealth's official website is sterlingtotalwealthsolutions.com


What is Sterling Wealth's revenue?

Sterling Wealth's annual revenue is $8.6 M.


What is Sterling Wealth's SIC code?

Sterling Wealth's SIC: 62


What is Sterling Wealth's NAICS code?

Sterling Wealth's NAICS: 523910; 523.


How many employees does Sterling Wealth's have?

Sterling Wealth has 20 employees

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