Summary
Wealthstream Advisors
Founded in 1996
Description
Wealthstream Advisors is a boutique wealth management firm that provides personalized financial planning and independent investment advice. They aim to simplify the complexity of wealth and help clients make better decisions about their money. As a Reg...
Strengths
- Wealthstream Advisors 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
- Web traffic rankings are better than the industry average
Weaknesses
- Since Wealthstream Advisors was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Wealthstream Advisors's annual revenue
$3739000
Based on Kona Equity data
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Revenue per employee
$267071
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Variance of revenue growth
0.03
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Annual revenue growth since founding
$143807
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Revenue growth rate from first known quarter to current
87.0%
Employee Count
14 employees
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Employee growth rate from first known quarter to current
70.0%
Executives
Tracy Shar
Senior Advisor & Principal
t**@wealthstreamadvisors.comWilliam Schirmacher
Director, Operations & Principal
w**@wealthstreamadvisors.comRachel Frame
Analyst
r**@wealthstreamadvisors.comMichael Goodman
CPA and PFS, CFPÒ, President
m**@wealthstreamadvisors.comLyle Benson
President
l**@wealthstreamadvisors.comJoseph Orff
Senior Analyst
j**@wealthstreamadvisors.comKatharine George
Financial Advisor
k**@wealthstreamadvisors.comAaron Tawil
Chief Operating Officer
a**@wealthstreamadvisors.comJames Perriello
Analyst
j**@wealthstreamadvisors.comMatthew Gordon
Manager, Wealth
m**@wealthstreamadvisors.comTonya Branch
Client Service Coordinator
t**@wealthstreamadvisors.comSanjare Ferdinand
Senior Operations Specialist
s**@wealthstreamadvisors.comSanjare Lambert
Operations Specialist
s**@wealthstreamadvisors.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
- G7 Website traffic rankings are better than the industry average
Web Analysis
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Rank
2.07 M
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Daily time
4:27
Location
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Key Information
- Name: Wealthstream Advisors
- Category: Investment management
- Industry: Financial Planner
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Firmographic data G Score of 6 Founded in 1996
Frequently Asked Questions
Wealthstream Advisors's headquarters are located at 60 E 42nd St, Ste 1600 1600 New York City, NY 10165.
Wealthstream Advisors's official website is wealthstreamadvisors.com
Wealthstream Advisors's annual revenue is $3.7 M.
Wealthstream Advisors has 14 employees
Wealthstream Advisors is in the industry of Investment management.
