Summary
WealthEdge Advisors Inc
Founded in 1985
Description
Advisory & Accounting Firm integrating ALL aspects of Wealth Management - Tax & Accounting, Financial Planning, Investment Advisory and Relationship Management
Strengths
- WealthEdge Advisors Inc has a strong market share in their industry
Weaknesses
- Revenue generated per employee is less than the industry average
- 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 WealthEdge Advisors Inc was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
WealthEdge Advisors Inc's annual revenue
$5774000
Based on Kona Equity data
-
Revenue per employee
$360875
-
Variance of revenue growth
0.24
-
Annual revenue growth since founding
$110243
-
Revenue growth rate from first known quarter to current
-57.5%
Employee Count
16 employees
-
Employee growth rate from first known quarter to current
-54.2%
Executives
Gerard Addeo
Founder & Principal
g**@wealthedge.comLiam Hibbits
Investment Associate
l**@wealthedge.comThomas Watts
Director, Investments & Chief Investment Officer
t**@wealthedge.comMark Salerno
Partner
m**@wealthedge.comFarhad Khan
Accounting Intern
f**@wealthedge.comStan Kagan
Director, Taxation
s**@wealthedge.comMary Burke
Communications Liaison
m**@wealthedge.comBhav Basnet
Senior Accountant
b**@wealthedge.comJiayin Lu
Accounting Intern
j**@wealthedge.comJennie Sanders
Senior Portfolio Strategist
j**@wealthedge.comFahad Hasan
Part of the Investment Management Team
f**@wealthedge.comMichaelle Antoine
Financial Planner & Associate
m**@wealthedge.comJohn Mikhael
Senior Investment Officer
j**@wealthedge.comEleanor Levito
Business Management Services
e**@wealthedge.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.
- G1 Revenue is greater than the industry median.
Location
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Key Information
- Name: WealthEdge Advisors Inc
- Category: Financial services
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 52
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Firmographic data G Score of 1 Founded in 1985 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52 #Brokerage #Finance
Frequently Asked Questions
WealthEdge Advisors Inc's headquarters are located at 99 Park Ave., Ste. #1920 New York City, NY 10016.
WealthEdge Advisors Inc's official website is wealthedge.com
WealthEdge Advisors Inc's annual revenue is $5.8 M.
WealthEdge Advisors Inc's SIC: 6211; 621
WealthEdge Advisors Inc's NAICS: 523; 52.
WealthEdge Advisors Inc has 16 employees
WealthEdge Advisors Inc is in the industry of Financial services.
