Summary

Sustainable Wealth Management

Founded in 2004

Description

At Sustainable Wealth Management, were dedicated to aligning your finances with the hopes you have for your life, your loved ones and your career. Call us!

Strengths

  • Sustainable Wealth Management has a strong market share in their industry
  • Since Sustainable Wealth Management was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average

Annual Revenue

Sustainable Wealth Management's annual revenue

$2234000

Based on Kona Equity data

  • Revenue per employee

    $319143

  • Annual revenue growth since founding

    $111700

Employee Count

7 employees

Executives

Todd Pisarczyk

President & Founder

t**@sustainablewealthmgt.com

Nikolas Miner

Investment Consultant

n**@sustainablewealthmgt.com

Jon Hall

Chartered Financial Planner

j**@sustainablewealthmgt.com

Mats Nordgren

Portfolio Administrator

m**@sustainablewealthmgt.com

Mara Masters

Client Services

m**@sustainablewealthmgt.com

Linde Carroll

Investment Consultant

l**@sustainablewealthmgt.com

Aiden Pisarczyk

Marketing Intern

a**@sustainablewealthmgt.com

Taylor Vilhauer

Investment Consultant

t**@sustainablewealthmgt.com

Taren Bennett

Client Services Associate

t**@sustainablewealthmgt.com

G 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.
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

300 E 17th St 
Vancouver, WA  98663

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Key Information

  • SIC: 62; 628
  • NAICS: 52; 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 Sustainable Wealth Management.

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Frequently Asked Questions

Where is Sustainable Wealth Management located?

Sustainable Wealth Management's headquarters are located at 300 E 17th St  Vancouver, WA  98663.


What is Sustainable Wealth Management's official website?

Sustainable Wealth Management's official website is sustainablewealthmgt.com


What is Sustainable Wealth Management's revenue?

Sustainable Wealth Management's annual revenue is $2.2 M.


What is Sustainable Wealth Management's SIC code?

Sustainable Wealth Management's SIC: 62; 628


What is Sustainable Wealth Management's NAICS code?

Sustainable Wealth Management's NAICS: 52; 523.


How many employees does Sustainable Wealth Management's have?

Sustainable Wealth Management has 7 employees


What industry does Sustainable Wealth Management belong to?

Sustainable Wealth Management is in the industry of Financial services.

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