Summary

WT Wealth Management

Founded in 2012

Description

Intelligent Investing for You, Your Family, Your Future.

Strengths

  • WT Wealth Management 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 WT Wealth Management was founded, the company has grown faster than the industry average
  • Web traffic rankings are better than the industry average

Weaknesses

  • N/A

Annual Revenue

WT Wealth Management's annual revenue

$5227000

Based on Kona Equity data

  • Revenue per employee

    $224292

  • Variance of revenue growth

    0.0

  • Annual revenue growth since founding

    $593200

  • Revenue growth rate from first known quarter to current

    18.6%

Employee Count

24 employees

  • Employee growth rate from first known quarter to current

    8.0%

Executives

Dave Johnson

President & Chief Compliance Officer

d**@wtwealthmanagement.com

Brent Rankin

Business Process Analyst

b**@wtwealthmanagement.com

Jacob Biliack

Investment Advisor

j**@wtwealthmanagement.com

Allen Atkins

Chief Market Strategist

a**@wtwealthmanagement.com

John Heilner

Chief Investment Officer

j**@wtwealthmanagement.com

Ryan Stuart

Director, Business

r**@wtwealthmanagement.com

Austin Rogers

Compliance Accounting Administrator

a**@wtwealthmanagement.com

Maryann Moss

Administrative Assistant

m**@wtwealthmanagement.com

Ted Woytowicz

President

t**@wtwealthmanagement.com

Lisa Short

Office Manager and Trade Specialist

l**@wtwealthmanagement.com

Mike Fagan

Investment Advisor

m**@wtwealthmanagement.com

Cristen Erber

Administrative Assistant

c**@wtwealthmanagement.com

G Score - 7

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.
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    2.77 M

  • Page views per visitor

    1.0

  • Daily time

    -

Location

809 W. Riordan Rd., Ste. 206 
Flagstaff, AZ  86001

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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 WT Wealth Management.

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Frequently Asked Questions

Where is WT Wealth Management located?

WT Wealth Management's headquarters are located at 809 W. Riordan Rd., Ste. 206  Flagstaff, AZ  86001.


What is WT Wealth Management's official website?

WT Wealth Management's official website is wtwealthmanagement.com


What is WT Wealth Management's revenue?

WT Wealth Management's annual revenue is $5.2 M.


What is WT Wealth Management's SIC code?

WT Wealth Management's SIC: 62


What is WT Wealth Management's NAICS code?

WT Wealth Management's NAICS: 523; 52.


How many employees does WT Wealth Management's have?

WT Wealth Management has 24 employees


What industry does WT Wealth Management belong to?

WT Wealth Management is in the industry of Investment management.

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