Summary
Strategies Wealth Advisors
Founded in 2007
Description
Guiding you from business to legacy, Strategies Wealth Advisors is a wealth management firm that will help you achieve your financial goals.
Strengths
- 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
Weaknesses
- Strategies Wealth Advisors has a very small market share in their industry
- Variance of revenue growth is more than the industry average
- Since Strategies Wealth Advisors was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Strategies Wealth Advisors's annual revenue
$5156000
Based on Kona Equity data
-
Revenue per employee
$572889
-
Variance of revenue growth
26.13
-
Annual revenue growth since founding
$303294
-
Revenue growth rate from first known quarter to current
415.6%
Employee Count
9 employees
-
Employee growth rate from first known quarter to current
100.0%
Executives
Michael Berkemeier
Managing Director & Senior Wealth Advisor
m**@strategieswealth.comJohn Guchte
Director, Senior Wealth Advisor
j**@strategieswealth.comJessica Morris
Director, Client Services
j**@strategieswealth.comJacob Watson
Head of Client Operations & Senior Financial Planner
j**@strategieswealth.comMark Ghafari
Director, Senior Wealth Advisor
m**@strategieswealth.comAaron Veldheer
Managing Director
a**@strategieswealth.comBobbi Blanton
Vice President, Operations
b**@strategieswealth.comOlivia Kenrick
Intern
o**@strategieswealth.comKatherine Bykerk
Client Service Advisor
k**@strategieswealth.comManoj Kanojiya
Executive
m**@strategieswealth.comJames Dejaeger
Retirement Plan Analyst
j**@strategieswealth.comKathleen Warren
Retirement Plan Specialist
k**@strategieswealth.comCarrie Froyd
Executive Assistant
c**@strategieswealth.comAnastasia Wiese
Wealth Advisor
a**@strategieswealth.comG Score - 3
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.
- 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.
Location
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Key Information
- Name: Strategies Wealth Advisors
- Category: Financial services
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 523; 52393
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Firmographic data G Score of 3 Founded in 2007 SIC: 62 SIC: 628 NAICS: 523 NAICS: 52393 #Investment Banking #Finance
Frequently Asked Questions
Strategies Wealth Advisors's headquarters are located at 3333 Grand Ridge Dr. NE Grand Rapids, MI 49525.
Strategies Wealth Advisors's official website is strategieswealth.com
Strategies Wealth Advisors's annual revenue is $5.2 M.
Strategies Wealth Advisors's SIC: 62; 628
Strategies Wealth Advisors's NAICS: 523; 52393.
Strategies Wealth Advisors has 9 employees
Strategies Wealth Advisors is in the industry of Financial services.
