Summary

WindRock Wealth Management LLC

Founded in 2012

Description

WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in todays increasingly uncertain world requires a focus on the macroeconomic big picture combined with an entrepreneurial mindset t...

Strengths

  • Revenue growth is more steady than the industry average

Weaknesses

  • WindRock Wealth Management LLC 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
  • Since WindRock Wealth Management LLC was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

WindRock Wealth Management LLC's annual revenue

$1176000

Based on Kona Equity data

  • Revenue per employee

    $294000

  • Variance of revenue growth

    0.15

  • Annual revenue growth since founding

    $128500

  • Revenue growth rate from first known quarter to current

    -73.2%

Employee Count

4 employees

  • Employee growth rate from first known quarter to current

    -75.0%

Executives

Christopher Casey

Managing Director

c**@windrockwealth.com

G 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.

  • G5 Variance of revenue growth is less than the industry average

Location

29 South Webster St., Ste. 350 2
Naperville, IL  60540

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

WEALTHVISORS LLC

wealthvisors.com
  • Founded in 2018
  • Location: Virginia Beach, VA
  • Annual Revenue: $5.3M
  • Employees: 22

The Institute for Wealth Management

instituteforwealth.com
  • Location: Denver, CO
  • Annual Revenue: $8.2M
  • Employees: 10
  • The Institute for Wealth Management provides innovative investment solutions for clients and partners. Portfolios are specifically tailored to help investors and advisors achieve their goals. They offer financial insights tailored to each individual's ...

Cantu Tactical Wealth Management

tacticalwealthmanager.com
  • Founded in 2009
  • Location: Miami, FL
  • Annual Revenue: $1.3M
  • Employees: 5
  • Tactical Money Management Strategy: Pro-actively manage assets to capture gains and preserve portfolio capital while reducing risk.

Evanson Asset Management

evansonasset.com
  • Founded in 1995
  • Location: Carmel, CA
  • Annual Revenue: $1.4M
  • Employees: 6

Richard Bernstein Advisors LLC

rbadvisors.com
  • Founded in 2009
  • Location: New York City, NY
  • Annual Revenue: $23.1M
  • Employees: 22
  • Richard Bernstein Advisors (RBA) is an investment manager focusing on long-term investment strategies that combine top-down, macroeconomic analysis and quantitatively driven portfolio construction. With $14.6 billion in assets under management, RBA man...

Institutionalxchange.com

institutionalxchange.com
  • Location: Metairie, LA
  • Annual Revenue: $2.2M
  • Employees: 9

Key Information

  • SIC: 62
  • NAICS: 523; 52
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 WindRock Wealth Management LLC.

See similar companies

Frequently Asked Questions

Where is WindRock Wealth Management LLC located?

WindRock Wealth Management LLC's headquarters are located at 29 South Webster St., Ste. 350 2 Naperville, IL  60540.


What is WindRock Wealth Management LLC's official website?

WindRock Wealth Management LLC's official website is windrockwealth.com


What is WindRock Wealth Management LLC's revenue?

WindRock Wealth Management LLC's annual revenue is $1.2 M.


What is WindRock Wealth Management LLC's SIC code?

WindRock Wealth Management LLC's SIC: 62


What is WindRock Wealth Management LLC's NAICS code?

WindRock Wealth Management LLC's NAICS: 523; 52.


How many employees does WindRock Wealth Management LLC's have?

WindRock Wealth Management LLC has 4 employees


What industry does WindRock Wealth Management LLC belong to?

WindRock Wealth Management LLC is in the industry of Investment management.

Next step

Visitors review