Firstwave Financial Revenue, Growth & Competitor Profile

DBA CPA WEALTH MANAGEMENT SERVICES, P.A.
DBA FIRSTWAVE FINANCIAL, INC.

Company Profile & Annual Report for Firstwave Financial

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Firstwave Financial Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	541211 Offices of Certified Public Accountants
Address	1300 Highway Aia Suite 103 Satellite Beach, FL 32937

Note: Revenues for privately held companies are statistical evaluations.


Firstwave Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Firstwave Financial's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Firstwave Financial is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Firstwave Financial Annual Revenue and Growth Rate

Firstwave Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

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

Note: Firstwave Financial's revenues are gauged from an analysis of company filings.

Firstwave Financial's Income Statement (based on Industry Averages)

Firstwave Financial 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 Firstwave Financial is developing and marketing. Firstwave Financial doesn't have any recent trademark applications, indicating Firstwave Financial 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
THE FINANCIAL FOUNDATION EXPERIENCE Consulting services, namely, consulting, counseling, advising, planning, and financial management services for individuals in the fields of wealth planning, wealth management, money management, and personal finance [; estate planning; design, administration and advisory services for employer-sponsored retirement plans ]	03/12/2014
THE WEALTHCARE SOLUTION Consulting services, namely, consulting, counseling, advising, planning, and financial management services for individuals in the fields of wealth planning, wealth management, money management, and personal finance; estate planning; design, administration and advisory services for employer-sponsored retirement plans	11/27/2013
THERE'S ONLY ONE FIRSTWAVE Consulting services, namely, consulting, counseling, advising, planning, and financial management services for individuals in the fields of wealth planning, wealth management, money management, and personal finance; estate planning; design, administration and advisory services for employer-sponsored retirement plans	08/06/2012

See all trademarks and details in the Full Report.

Market Share of Firstwave Financial's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
HRA HOLDINGS	Vero Beach, FL	100
C & C GLOBAL INVESTMENTS	Melbourne, FL	21
DYBN FINANCIAL	Melbourne, FL	5
BREVARD CAPITAL GROUP	Melbourne, FL	4
FIRSTWAVE FINANCIAL	Satellite Beach, FL	4
PROFESSIONAL ADVISORY SERVICES	Vero Beach, FL	3

Future Competition: Firstwave Financial's Fastest Growing Competitors

These companies are in the same general field as Firstwave Financial 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)