Summary
WestPac Wealth Partners
Founded in 2007
Description
We provide wealth management services and give clients the confidence to take control of their financial future. Call for a consultation.
Strengths
- WestPac Wealth Partners 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 WestPac Wealth Partners was founded, the company has grown faster than the industry average
Annual Revenue
WestPac Wealth Partners's annual revenue
$139202000
Based on Kona Equity data
-
Revenue per employee
$515563
-
Variance of revenue growth
0.0
-
Annual revenue growth since founding
$1815933
-
Revenue growth rate from first known quarter to current
24.9%
Employee Count
270 employees
-
Employee growth rate from first known quarter to current
-24.8%
Executives
Michael Veta
Managing Director - Wealth Management Advisor
m**@westpacwealth.comDavid Newman
Brokerage Manager
d**@westpacwealth.comChristopher Sokil
Business Development
c**@westpacwealth.comJason Oshins
Wealth Management Advisor
j**@westpacwealth.comAaron Puttroff
Administrative Manager
a**@westpacwealth.comSamantha Haas
Director, Business Development
s**@westpacwealth.comSimon Rogers
Marketing Specialist
s**@westpacwealth.comEmiliano Deriquer
Financial Advisor
e**@westpacwealth.comDana Campion
Vice President, Brokerage & Disability Sales
d**@westpacwealth.comNash Subotic
CEO
n**@westpacwealth.comJohn Coburg
Manager, Financial Planning
j**@westpacwealth.comPatrick Thebus
Chief Operating Officer and ACO
p**@westpacwealth.comMichele Ramirez
Chief Operating Officer
m**@westpacwealth.comDanny Recht
Managing Director and Wealth Management Advisor
d**@westpacwealth.comWilliam Stevens
Executive VP, Clu, Chfc, Msfs of Agency Distribution & Growth
w**@westpacwealth.comAlain Avigdor
Managing Director
a**@westpacwealth.comAnand Nair
Managing Director
a**@westpacwealth.comJack Chou
Vice President
j**@westpacwealth.comKen Ghahremani
Managing Director, The Office (SAN Diego)
k**@westpacwealth.comVladimir Sasic
Chief Business Development Officer
v**@westpacwealth.comDerek Adkins
Wealth Management
d**@westpacwealth.comNick Novakovic
Vice President
n**@westpacwealth.comJerry Hsu
Managing Director
j**@westpacwealth.comLynsey Freeman
Managing Director
l**@westpacwealth.comLilly Matthews
Manager, Customer Experience
l**@westpacwealth.comNicholas Sparks
Project Manager
n**@westpacwealth.comTammy Tarwater
Chief Financial Officer
t**@westpacwealth.comRegina Reiff
Agent
r**@westpacwealth.comOracio Cappello
Regional VP, Leadership Development
o**@westpacwealth.comPhone Partners
Chief Executive Officer
p**@westpacwealth.comRod Roberto
Vice President, Financial Representative
r**@westpacwealth.comRafael Rios
Managing Director
r**@westpacwealth.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
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Key Information
- Name: WestPac Wealth Partners
- Category: Financial services
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 5231
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Firmographic data G Score of 6 Founded in 2007 SIC: 62 NAICS: 523 NAICS: 5231 #Investment Banking #Finance
Frequently Asked Questions
WestPac Wealth Partners's headquarters are located at 4275 Executive Sq, Ste 800 La Jolla, CA 92037.
WestPac Wealth Partners's official website is westpacwealth.com
WestPac Wealth Partners's annual revenue is $139.2 M.
WestPac Wealth Partners's SIC: 62
WestPac Wealth Partners's NAICS: 523; 5231.
WestPac Wealth Partners has 270 employees
WestPac Wealth Partners is in the industry of Financial services.
