Founded in 1999
Creative Planning is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk.
- TrueWealth LLC has a strong market share in their industry
- 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
- Revenue growth is more steady than the industry average
- Since TrueWealth LLC was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
TrueWealth LLC's annual revenue
Based on Kona Equity data
Revenue per employee
Variance of revenue growth
Annual revenue growth since founding
Revenue growth rate from first known quarter to current
Employee growth rate from first known quarter to current
Co-Founder & Chief Executive Officerjfirstname.lastname@example.org
Chief Financial Officerdemail@example.com
Director, Community Outreachkfirstname.lastname@example.org
Co-Founder & Manager & Principaljemail@example.com
Client Service Associatemfirstname.lastname@example.org
Client Service Associatevemail@example.com
G Score - 7
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.
- 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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Page views per visitor
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- SIC: 62; 628
- NAICS: 523; 523920
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Firmographic data G Score of 7 Founded in 1999 SIC: 62 SIC: 628 NAICS: 523 NAICS: 523920 #Investment Banking #Finance