Summary

Trasatti Wealth Planning LLC

Description

Welcome to Trasatti Wealth Planning Trasatti Wealth Planning We are an Independent Registered Investment Advisor specializing in Comprehensive Financial Planning and Professional Wealth Management and are Fee Only Advisors (We do not receive commissi...

Strengths

  • Revenue generated per employee is greater than industry average
  • Revenue growth is more steady than the industry average

Weaknesses

  • Trasatti Wealth Planning LLC has a very small market share in their industry
  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average
  • Since Trasatti Wealth Planning LLC was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Trasatti Wealth Planning LLC's annual revenue

$1107000

Based on Kona Equity data

  • Revenue per employee

    $276750

  • Variance of revenue growth

    0.21

  • Annual revenue growth since founding

    $100636

  • Revenue growth rate from first known quarter to current

    -69.2%

Employee Count

4 employees

  • Employee growth rate from first known quarter to current

    -72.2%

Executives

Gabriel Trasatti

Personal Financial Specialist

g**@trasattiwp.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.

  • G2 Income per employee more than industry average.
  • G5 Variance of revenue growth is less than the industry average

Location

145 West Ostend St., Ste. 600 103
Baltimore, MD  21230

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Key Information

  • SIC: 62
  • NAICS: 523; 52
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 Trasatti Wealth Planning LLC.

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Frequently Asked Questions

Where is Trasatti Wealth Planning LLC located?

Trasatti Wealth Planning LLC's headquarters are located at 145 West Ostend St., Ste. 600 103 Baltimore, MD  21230.


What is Trasatti Wealth Planning LLC's official website?

Trasatti Wealth Planning LLC's official website is trasattiwp.com


What is Trasatti Wealth Planning LLC's revenue?

Trasatti Wealth Planning LLC's annual revenue is $1.1 M.


What is Trasatti Wealth Planning LLC's SIC code?

Trasatti Wealth Planning LLC's SIC: 62


What is Trasatti Wealth Planning LLC's NAICS code?

Trasatti Wealth Planning LLC's NAICS: 523; 52.


How many employees does Trasatti Wealth Planning LLC's have?

Trasatti Wealth Planning LLC has 4 employees


What industry does Trasatti Wealth Planning LLC belong to?

Trasatti Wealth Planning LLC is in the industry of Investment management.

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