Summary
Waverley Wealth Management
Founded in 2010
Description
Waverley Wealth Management, LLC provides personalized financial planning and wealth management services. They believe that effective planning starts with listening to their clients' specific goals and aspirations. By understanding their clients' needs,...
Strengths
- Waverley Wealth Management 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 Waverley Wealth Management was founded, the company has grown faster than the industry average
Annual Revenue
Waverley Wealth Management's annual revenue
$2239000
Based on Kona Equity data
-
Revenue per employee
$373167
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$420416
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Revenue growth rate from first known quarter to current
14.7%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
4.5%
Executives
Kent Smith
Portfolio Manager
k**@waverleywealth.comScott Leece
Senior Financial Planner & Director
s**@waverleywealth.comG Score - 6
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.
Location
Unlock unlimited leads
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Key Information
- Name: Waverley Wealth Management
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 6 Founded in 2010 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Waverley Wealth Management's headquarters are located at 2570 W El Camino Real, Ste 200 200 Mountain View, CA 94040.
Waverley Wealth Management's official website is waverleywealth.com
Waverley Wealth Management's annual revenue is $2.2 M.
Waverley Wealth Management's SIC: 62
Waverley Wealth Management's NAICS: 523; 52.
Waverley Wealth Management has 6 employees
Waverley Wealth Management is in the industry of Investment management.
