Wendell Charles Financial

Founded in 2011


Wendell Charles is a full service wealth management firm specializing in financial planning, investment management, insurance & risk management, & philanthropic planning. Contact us today for a complimentary and private discussion regarding your person...


  • There are no known strengths for Wendell Charles Financial


  • Wendell Charles Financial has a very small market share in their industry
  • 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 Wendell Charles Financial was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Wendell Charles Financial's annual revenue


Based on Kona Equity data

  • Revenue per employee


  • Variance of revenue growth


  • Annual revenue growth since founding


  • Revenue growth rate from first known quarter to current


Employee Count

5 employees

  • Employee growth rate from first known quarter to current


G Score - 0

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.


1230 Rosecrans Ave. Ste. 300 
Manhattan Beach, CA  90266

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Key Information

  • Name: Wendell Charles Financial
  • Industry: Financial Planner
  • SIC: 62; 6211
  • NAICS: 523910; 523
  • Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Wendell Charles Financial.

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