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

$5932000

Based on Kona Equity data

  • Revenue per employee

    $220000

  • Variance of revenue growth

    0.0

  • Annual revenue growth since founding

    $659111

  • Revenue growth rate from first known quarter to current

    18.6%

Employee Count

27 employees

  • Employee growth rate from first known quarter to current

    8.0%

Executives

Dave Johnson

President & Chief Compliance Officer


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

Get money for what's next

Sell WT Wealth Management to Kona Equity.

Key Information

  • Name: WT Wealth Management
  • Category: Investment management
  • Industry: Financial Consultant
  • SIC: 62
  • NAICS: 523; 52
  • Next step

    Visitors review