Summary

True Alpha Wealth Management

Founded in 2018

Description

True Alpha Wealth Management is a boutique family practice of fiduciary advisors that work with high net worth clients, helping them to achieve their retirement goals. They offer strategies for individuals, families, and businesses, and provide busines...

Strengths

  • Revenue generated per employee is greater than industry average
  • Revenue growth is more steady than the industry average
  • Since True Alpha Wealth Management was founded, the company has grown faster than the industry average

Weaknesses

  • True Alpha Wealth Management 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

Annual Revenue

True Alpha Wealth Management's annual revenue

$1098000

Based on Kona Equity data

  • Revenue per employee

    $274500

  • Variance of revenue growth

    0.0

  • Annual revenue growth since founding

    $1580750

  • Revenue growth rate from first known quarter to current

    17.1%

Employee Count

4 employees

  • Employee growth rate from first known quarter to current

    7.4%

Executives

Elizabeth Skrinak

Vice President

l**@truealphawm.com

G 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.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

5004 Timber Commons Dr 2f
Sandusky, OH  44870

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

FMG Suite

elevatedpwa.com
  • Location: Springville, UT
  • Annual Revenue: $1.3M
  • Employees: 8
  • Securities through Kestra Investment Services, LLC FINRA/SIPC. Investment Advisory Services through Kestra Private Wealth Services, LLC.

Capital Resource Group LLC

capresgrp.com
  • Founded in 2010
  • Location: Fayetteville, AR
  • Annual Revenue: $5.8M
  • Employees: 8
  • Capital Resource Group is an independent wealth management firm that provides financial planning, tax planning, and estate planning services. They work with a select group of clients, including business owners and professionals, to help them achieve a ...

Martucci Adams Wealth Advisors

mawadvisors.com
  • Location: Salt Lake City, UT
  • Annual Revenue: $2.9M
  • Employees: 11

Mundi Financial

mundifinancial.com
  • Founded in 2019
  • Location: Middletown, NY
  • Annual Revenue: $1.1M
  • Employees: 5
  • Mundi Financial is a team of independent financial advisors focused on helping individuals plan for their financial future. They offer a range of services including investment management and financial planning. With their expertise and cutting-edge tec...

Catalyst Retirement Advisors

catalystretirement.com
  • Location: Denver, CO
  • Annual Revenue: $1.3M
  • Employees: 5
  • Catalyst Retirement Advisors of Denver, CO provides individuals, professionals, executives and business owners with fee-based retirement planning to help them successfully grow and harvest their wealth. As an independent firm, we design personalized re...

OWL Private Wealth Advisors

owlpwa.com
  • Founded in 2020
  • Location: Bloomfield Hills, MI
  • Annual Revenue: $2.0M
  • Employees: 6
  • OWL Private Wealth Advisors is a wealth management and retirement tax planning firm based in Michigan. Our advisors specialize in simplifying the financial planning process and creating customized plans that align with our clients' goals and aspiration...

Key Information

  • SIC: 73; 736
  • NAICS: 56; 561
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 True Alpha Wealth Management.

See similar companies

Frequently Asked Questions

Where is True Alpha Wealth Management located?

True Alpha Wealth Management's headquarters are located at 5004 Timber Commons Dr 2f Sandusky, OH  44870.


What is True Alpha Wealth Management's official website?

True Alpha Wealth Management's official website is truealphawm.com


What is True Alpha Wealth Management's revenue?

True Alpha Wealth Management's annual revenue is $1.1 M.


What is True Alpha Wealth Management's SIC code?

True Alpha Wealth Management's SIC: 73; 736


What is True Alpha Wealth Management's NAICS code?

True Alpha Wealth Management's NAICS: 56; 561.


How many employees does True Alpha Wealth Management's have?

True Alpha Wealth Management has 4 employees


What industry does True Alpha Wealth Management belong to?

True Alpha Wealth Management is in the industry of Investment management.

Next step

Visitors review