Aptus Wealth Planning Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Aptus Wealth Planning

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Aptus Wealth Planning Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	409 Broad Street Suite 130 Sewickley, PA 15143

Note: Revenues for privately held companies are statistical evaluations.


Aptus Wealth Planning's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Aptus Wealth Planning's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Aptus Wealth Planning is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Aptus Wealth Planning Annual Revenue and Growth Rate

Aptus Wealth Planning	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Aptus Wealth Planning's revenues are gauged from an analysis of company filings.

Aptus Wealth Planning's Income Statement (based on Industry Averages)

Aptus Wealth Planning P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Aptus Wealth Planning's Largest Competitors

A competitive analysis shows these companies are in the same general field as Aptus Wealth Planning, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Aptus Wealth Planning. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
EMPYREAL ENTERPRISES	Bethel Park, PA	100
CONFLUENCE FINANCIAL PARTNERS	Sewickley, PA	19
SNOW CAPITAL INVESTMENT PARTNERS	Sewickley, PA	6
DUCHESS MANAGEMENT	Carnegie, PA	3
AUFMAN ASSOCIATES	Sewickley, PA	3
KELLEY FINANCIAL GROUP	Sewickley, PA	3

Other Companies at 409 Broad Street, Sewickley PA

Company	Headquarters	Revenue ($ MM)
FERENCE & ASSOCIATES	Sewickley, PA	100
L.S. ALTMAN HABERDASHERY	Sewickley, PA	0

Future Competition: Aptus Wealth Planning's Fastest Growing Competitors

These companies are in the same general field as Aptus Wealth Planning and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)