Summary
Strategic Wealth Management LLC
Founded in 2000
Description
Strategic Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and to provide financial independence.
Strengths
- Strategic Wealth Management LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
Weaknesses
- 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 Strategic Wealth Management LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Strategic Wealth Management LLC's annual revenue
$4786000
Based on Kona Equity data
-
Revenue per employee
$957200
-
Variance of revenue growth
1.11
-
Annual revenue growth since founding
$199417
-
Revenue growth rate from first known quarter to current
-70.0%
Employee Count
5 employees
-
Employee growth rate from first known quarter to current
-72.6%
Executives
Matthew Condit
President
m**@strategicwealthmgmt.comMargaret Hall
Director, Compliance
m**@strategicwealthmgmt.comLinda Black
Personal Assistant
l**@strategicwealthmgmt.comCierra Colgrove
Financial Advisor & Intern
c**@strategicwealthmgmt.comMichael Hornung
Director, Operations
m**@strategicwealthmgmt.comLame Botshoma
Chief Information Officer
l**@strategicwealthmgmt.comGlenda Brancato
Manager, Client Services
g**@strategicwealthmgmt.comStephen Menke
Certified Financial Planner
s**@strategicwealthmgmt.comKaren Pence
Office Administrator
k**@strategicwealthmgmt.comG Score - 2
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.
Location
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Key Information
- Name: Strategic Wealth Management LLC
- Category: Financial services
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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By City Bedford Small Financial Planner in Bedford Mid-size Financial Planner in Bedford Financial services in Bedford Small Financial services in Bedford Mid-size Financial services in Bedford
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By State TX Small companies in TX Financial services in TX Small Financial services in TX Mid-size Financial services in TX Small Financial Planner in TX Mid-size Financial Planner in TX
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Firmographic data G Score of 2 Founded in 2000 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Strategic Wealth Management LLC's headquarters are located at 2812 Bedford Rd., Ste. 200 Bedford, TX 76021.
Strategic Wealth Management LLC's official website is strategicwealthmgmt.com
Strategic Wealth Management LLC's annual revenue is $4.8 M.
Strategic Wealth Management LLC's SIC: 62
Strategic Wealth Management LLC's NAICS: 523; 52.
Strategic Wealth Management LLC has 5 employees
Strategic Wealth Management LLC is in the industry of Financial services.
