Summary
Strategic Wealth Designers LLC
Founded in 2002
Description
Strategic Wealth Designers is an independent financial services firm working to help both retirees and pre-retirees secure their financial futures. Matt began his career in the financial services industry in 1997. Matts workshops are attended by 100...
Strengths
- Strategic Wealth Designers LLC 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
- Since Strategic Wealth Designers LLC was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Annual Revenue
Strategic Wealth Designers LLC's annual revenue
$9228000
Based on Kona Equity data
-
Revenue per employee
$485684
-
Annual revenue growth since founding
$419455
-
Revenue growth rate from first known quarter to current
53.8%
Employee Count
19 employees
Executives
Matt Dicken
Founder & Chief Executive Officer
m**@swdgroup.comMackenzie Perry
Strategic Wealth Designers Relationship Manager
m**@swdgroup.comLaurin Scaffidi
Recruiter
l**@swdgroup.comLouis Porter
Financial Advisor
l**@swdgroup.comDylan Schoonover
Chief Marketing Officer
d**@swdgroup.comGeorgia O'Connell
Marketing Coordinator
g**@swdgroup.comWalter Law
Financial Advisor
w**@swdgroup.comAnnalisa Beninate
Manager, Business
a**@swdgroup.comTiara Pertiwi
Accounts Payable Specialist
t**@swdgroup.comJason Pol
Chief Operations Officer
j**@swdgroup.comZack Doyle
Director, Digital Marketing
z**@swdgroup.comColleen Dicken
Director, Special Projects
c**@swdgroup.comJessica Crippen
Marketing Coordinator
j**@swdgroup.comNancy Barnes
Director of Impressions
n**@swdgroup.comJavier Hernandez
Director, Client Service
j**@swdgroup.comAnne Pashley
Factory Office Administrator
a**@swdgroup.comJon Jarboe
Financial Advisor
j**@swdgroup.comErik Bosman
Business Specialist
e**@swdgroup.comDaniel Moran
Market Client Service Specialist (Louisville)
d**@swdgroup.comJordan Schwartz
Portfolio Manager, Strategic Wealth Designers, Office Grand Opening (Cincinnati)
j**@swdgroup.comDoyle Zack
Manager, Digital Experiences
d**@swdgroup.comPhone Designers
Founder & Chief Executive Officer
p**@swdgroup.comKat Fulkerson
Business Account Manager
k**@swdgroup.comNic Tolerton
Lead Financial Advisor
n**@swdgroup.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.
- 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.
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
2.63 M
-
Page views per visitor
2.0
-
Daily time
-
Location
Unlock unlimited leads
Key Information
- Name: Strategic Wealth Designers LLC
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 64; 641
- NAICS: 5242; 5416
See similar companies
-
By City Louisville Small Financial Planner in Louisville Mid-size Financial Planner in Louisville Professional training & coaching in Louisville Small Professional training & coaching in Louisville Mid-size Professional training & coaching in Louisville
-
By State KY Small companies in KY Professional training & coaching in KY Small Professional training & coaching in KY Mid-size Professional training & coaching in KY Small Financial Planner in KY Mid-size Financial Planner in KY
-
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 5 Founded in 2002 SIC: 64 SIC: 641 NAICS: 5242 NAICS: 5416 #Investment Banking #Finance #Brokerage
Frequently Asked Questions
Strategic Wealth Designers LLC's headquarters are located at 500 North Hurstbourne Pkwy., Ste. 120 Louisville, KY 40222.
Strategic Wealth Designers LLC's official website is swdgroup.com
Strategic Wealth Designers LLC's annual revenue is $9.2 M.
Strategic Wealth Designers LLC's SIC: 64; 641
Strategic Wealth Designers LLC's NAICS: 5242; 5416.
Strategic Wealth Designers LLC has 19 employees
Strategic Wealth Designers LLC is in the industry of Professional training & coaching.
