Deyoe Wealth Management Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Deyoe Wealth Management

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Deyoe Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	2150 Shattuck Avenue Suite 700 Berkeley, CA 94704

Note: Revenues for privately held companies are statistical evaluations.


Deyoe Wealth Management's Annual Report & Profile shows critical firmographic facts:

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

Deyoe Wealth Management Annual Revenue and Growth Rate

Deyoe Wealth Management	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: Deyoe Wealth Management's revenues are gauged from an analysis of company filings.

Deyoe Wealth Management's Income Statement (based on Industry Averages)

Deyoe Wealth Management 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

Trademark Applications

Trademark applications show the products and services that Deyoe Wealth Management is developing and marketing. Deyoe Wealth Management doesn't have any recent trademark applications, indicating Deyoe Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
YOUR VALUES - OUR PROCESS Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services	05/03/2018
FORWARD GIVING A program administering pledged donations from Registered Investment Advisor's (RIAs) financial advisory, wealth management, and money management services to non-profit foundation/endowment clients and supporting member RIAs with fiduciary best practices education focused on their work with those non-profits. Donation proceeds are used to develop financial education programs for youth and to improve economic outcomes for women and minorities in the financial services industry through outreach, education and mentoring	02/27/2014
HAPPINESS DIVIDEND Education services, namely, providing seminars, conferences and non-downloadable webinars in the field of financial and life planning	02/27/2014

See all trademarks and details in the Full Report.

Market Share of Deyoe Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Deyoe Wealth Management, 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 Deyoe Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
VOLEON CAPITAL MANAGEMENT	Berkeley, CA	100
NORTH BERKELEY WEALTH MANAGEMENT	Berkeley, CA	9
PARKSIDE ADVISORS	Berkeley, CA	5
BERKELEY SKYDECK FUND 1 GP	Berkeley, CA	5
DEYOE WEALTH MANAGEMENT	Berkeley, CA	5
BLUME CAPITAL MANAGEMENT	Berkeley, CA	3

Other Companies at 2150 Shattuck Avenue, Berkeley CA

Company	Headquarters	Revenue ($ MM)
SCOTT W. NEWMAN	Bekeley, CA	100
INFINITE UPTIME	Berkeley, CA	47
CONNECTED CALIFORNIA CENTER FOR COLLEGE & CAREER	Berkeley, CA	0
WISE.IO	Berkeley, CA	0
VIA ANALYTICS	Berkeley, CA	0

Future Competition: Deyoe Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Deyoe Wealth Management 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)