Summary
TrueWealth LLC
Founded in 1983
Description
Creative Planning is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk.
Strengths
- 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
Annual Revenue
TrueWealth LLC's annual revenue
$5846000
Based on Kona Equity data
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Revenue per employee
$254174
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$248000
-
Revenue growth rate from first known quarter to current
-18.5%
Employee Count
23 employees
-
Employee growth rate from first known quarter to current
-25.7%
Executives
James Heard
Co-Founder & Chief Executive Officer
j**@truewealth.comDwayne Samples
Chief Financial Officer
d**@truewealth.comKristin Zeigler
Director, Community Outreach
k**@truewealth.comShiju Meledath
Account Manager
s**@truewealth.comJohn Edgar
Co-Founder & Manager & Principal
j**@truewealth.comChelsea Nalley
Wealth Advisor
c**@truewealth.comMadeline Good
Client Service Associate
m**@truewealth.comViet Pham
Client Service Associate
v**@truewealth.comG 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
Web Analysis
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Rank
2.33 M
-
Page views per visitor
1.0
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Daily time
1:37
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Bounce Rate
29.0 %
Location
Unlock unlimited leads
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Key Information
- Name: TrueWealth LLC
- Category: Financial services
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 523; 523920
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Firmographic data G Score of 7 Founded in 1983 SIC: 62 SIC: 628 NAICS: 523 NAICS: 523920 #Investment Banking #Finance
Frequently Asked Questions
TrueWealth LLC's headquarters are located at 3630 Peachtree Rd. NE Ste. 300 Atlanta, GA 30326.
TrueWealth LLC's official website is truewealth.com
TrueWealth LLC's annual revenue is $5.8 M.
TrueWealth LLC's SIC: 62; 628
TrueWealth LLC's NAICS: 523; 523920.
TrueWealth LLC has 23 employees
TrueWealth LLC is in the industry of Financial services.
