Summary
Wealth Trac Financial LLC
Founded in 2007
Description
We are a full-service financial advisory firm specializing in diversified investments, tax strategies, retirement planning, and estate planning.
Strengths
- Revenue generated per employee is greater than industry average
Weaknesses
- Wealth Trac Financial 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
- Variance of revenue growth is more than the industry average
- Since Wealth Trac Financial LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Wealth Trac Financial LLC's annual revenue
$1313000
Based on Kona Equity data
-
Revenue per employee
$218833
-
Variance of revenue growth
0.22
-
Annual revenue growth since founding
$87533
-
Revenue growth rate from first known quarter to current
-68.7%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-71.4%
Executives
Erika Fillmore
Chief Operating Officer
e**@wealthtracfinancial.comKurt Fillmore
President & Owner
k**@wealthtracfinancial.comAdrienne Meltzer
Director, Client Services
a**@wealthtracfinancial.comMerna Karakushe
Manager, Client Services
m**@wealthtracfinancial.comAvery Markos
Management Advisor
a**@wealthtracfinancial.comG Score - 1
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.
Location
Unlock unlimited leads
Similar Companies
Clark Financial Group
clarkfinancialtx.com- Founded in 1982
- Location: Frisco, TX
- Annual Revenue: $5.4M
- Employees: 9
- We can help you manage your wealth and assets so you can pursue your goals. Schedule a meeting with one of our financial advisors, today.
Knoedl Retirement Advisors
knoedlretirement.com- Founded in 2003
- Location: Maumelle, AR
- Annual Revenue: $1.1M
- Employees: 5
Ensign Wealth Management
ensignwm.com- Founded in 2015
- Location: Mesa, AZ
- Annual Revenue: $888.0K
- Employees: 5
- Ensign Wealth Management is a financial services company that is dedicated to helping individuals meet their financial needs and work towards their retirement goals. They offer a range of insurance and investment products to clients in the East Valley ...
Sherpa Financial Guides
sherpafinancialguides.com- Founded in 2010
- Location: Afton, VA
- Annual Revenue: $1.1M
- Employees: 5
- Sherpa Financial Guides is a financial service company that takes a practical, common sense approach to helping clients create a personalized financial strategy that is designed to last.
Heritage Financial Advisory
heritagefinancialadvisory.com- Founded in 2001
- Location: Jacksonville, FL
- Annual Revenue: $1.5M
- Employees: 8
- At Heritage Financial Advisory, we take a comprehensive approach to helping clients achieve long-term financial success.
Eden Financial Group Inc
edenfinancialgroup.com- Founded in 1978
- Location: Fort Smith, AR
- Annual Revenue: $6.5M
- Employees: 17
- Eden Financial Group is a leading financial services company that offers a wide range of products and services to meet the diverse needs of individuals and businesses. With a team of experienced professionals, we provide comprehensive financial plannin...
Key Information
- Name: Wealth Trac Financial LLC
- Category: Professional training & coaching
- Industry: Financial Planner
See similar companies
-
By City Bingham Farms Small Financial Planner in Bingham Farms Mid-size Financial Planner in Bingham Farms Professional training & coaching in Bingham Farms Small Professional training & coaching in Bingham Farms Mid-size Professional training & coaching in Bingham Farms
-
By State MI Small companies in MI Professional training & coaching in MI Small Professional training & coaching in MI Mid-size Professional training & coaching in MI Small Financial Planner in MI Mid-size Financial Planner in MI
-
By Category Professional training & coaching Small Professional training & coaching Mid-size Professional training & coaching
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Professional training & coaching and Financial Planner
-
Firmographic data G Score of 1 Founded in 2007 #Finance General #Finance
Frequently Asked Questions
Wealth Trac Financial LLC's headquarters are located at 31100 Telegraph Rd. Ste. 210 Bingham Farms, MI 48025.
Wealth Trac Financial LLC's official website is wealthtracfinancial.com
Wealth Trac Financial LLC's annual revenue is $1.3 M.
Wealth Trac Financial LLC has 6 employees
Wealth Trac Financial LLC is in the industry of Professional training & coaching.
