Summary
Stonepath Wealth Management
Founded in 2017
Description
Looking for financial planning, investment management or other financial services? We pride ourselves in the diligent research and care that we put into making sound and responsible investment decisions.
Strengths
- Stonepath Wealth Management 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
- Revenue growth is more steady than the industry average
- Since Stonepath Wealth Management was founded, the company has grown faster than the industry average
Annual Revenue
Stonepath Wealth Management's annual revenue
$7648000
Based on Kona Equity data
-
Revenue per employee
$588307
-
Variance of revenue growth
0.02
-
Annual revenue growth since founding
$1092571
-
Revenue growth rate from first known quarter to current
147.1%
Employee Count
13 employees
-
Employee growth rate from first known quarter to current
125.0%
Executives
Lauren Golba
Financial Advisor
l**@stonepathwm.comDave Knight
Financial Advisor & Esg Investment Specialist
d**@stonepathwm.comTasha Brecht
Administrative Assistant
t**@stonepathwm.comMartin Foley
Intern
m**@stonepathwm.comJessica Vereecke
Office Manager
j**@stonepathwm.comGwynn Sharick-Elberson
Administrative Assistant
g**@stonepathwm.comPeter Braden
Financial Advisor
p**@stonepathwm.comNick Baldwin
Financial Advisor
n**@stonepathwm.comG Score - 6
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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Waterford Advisors
waterfordadv.com- Founded in 1998
- Location: Orchard Park, NY
- Annual Revenue: $3.7M
- Employees: 14
- Waterford Advisors specializes in financial planning, investments, and risk management. Our team of experienced financial planners are committed to helping you meet your financial goals. Click here for more!
Assabet Financial Group
assabetfinancial.com- Founded in 1998
- Location: Northborough, MA
- Annual Revenue: $2.9M
- Employees: 7
- Assabet Financial Group is a financial services company that specializes in investment, insurance, and income tax strategies. With over 508 years of experience, we create tailored strategies to help our clients navigate life transitions. Our core value...
Affinity Asset Management company
affinityasset.com- Founded in 2007
- Location: Overland Park, KS
- Annual Revenue: $8.1M
- Employees: 24
- We Work For Our Clients, Not A Company Many of the services we offer to clients are similar to what other financial advisors provide. We, however, take a look at one aspect most advisors rarely do: taxes. At Affinity, we take a distinctly unique appr...
Wood Financial Group
woodfinancialgroup.net- Founded in 2006
- Location: Hendersonville, TN
- Annual Revenue: $1.5M
- Employees: 7
- Danny Prestage offers securities through Triad Advisors, LLC. Member FINRA & SIPC. Wes Wood & Danny Prestage offer advisory services via Key Capital Management.
Legacy Wealth Management Group LLC
legacywmglv.com- Founded in 2015
- Location: Las Vegas, NV
- Annual Revenue: $5.6M
- Employees: 13
- Legacy Wealth Management Group of Las Vegas is a full-service investment planning and wealth management firm. They provide comprehensive financial planning services to individuals, athletes, families, professionals, and business owners. Their investmen...
Premier Wealth Advisors
mypremierwealth.com- Founded in 2016
- Location: San Diego, CA
- Annual Revenue: $893.0K
- Employees: 5
- Premier Wealth Advisors, LLC is a comprehensive financial planning and wealth management firm. Our mission is to enrich the lives of successful individuals and small business owners by helping them accomplish their goals and achieve their financial dre...
Key Information
- Name: Stonepath Wealth Management
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
-
By City Ann Arbor Small Financial Planner in Ann Arbor Mid-size Financial Planner in Ann Arbor Professional training & coaching in Ann Arbor Small Professional training & coaching in Ann Arbor Mid-size Professional training & coaching in Ann Arbor
-
By State MI Small companies in MI Professional training & coaching in MI Small Professional training & coaching in MI Mid-size Professional training & coaching in MI Small Financial Planner in MI Mid-size Financial Planner in MI
-
By Category Professional training & coaching Small Professional training & coaching Mid-size Professional training & coaching
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Professional training & coaching and Financial Planner
-
Firmographic data G Score of 6 Founded in 2017 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Stonepath Wealth Management's headquarters are located at 1925 Pauline Blvd. A Ann Arbor, MI 48103.
Stonepath Wealth Management's official website is stonepathwm.com
Stonepath Wealth Management's annual revenue is $7.6 M.
Stonepath Wealth Management's SIC: 62
Stonepath Wealth Management's NAICS: 523; 52.
Stonepath Wealth Management has 13 employees
Stonepath Wealth Management is in the industry of Professional training & coaching.
