LA Wealth Management Revenue, Growth & Competitor Profile

Company Profile & Annual Report for LA Wealth Management

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LA Wealth Management 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	100 W Broadway Ste 3000 Long Beach, CA 90802

Note: Revenues for privately held companies are statistical evaluations.


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

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

LA Wealth Management Annual Revenue and Growth Rate

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

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

LA 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 LA Wealth Management is developing and marketing. LA Wealth Management doesn't have any recent trademark applications, indicating LA 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

LA WEALTH MANAGEMENT Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial management of employee pension plans; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial trust planning; On-line financial planning services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet

04/07/2020

See all trademarks and details in the Full Report.

Market Share of LA Wealth Management's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
HALBERT HARGROVE GLOBAL ADVISORS	Long Beach, CA	100
CRUX WEALTH ADVISORS	Long Beach, CA	41
LA WEALTH MANAGEMENT	Long Beach, CA	17
KAL CAPITAL MARKETS	Long Beach, CA	14
WEALTHSPRING	Long Beach, CA	14
WILLIAM ALLAN	Long Beach, CA	14

Other Companies at 100 W Broadway Ste 3000, Long Beach CA

Company	Headquarters	Revenue ($ MM)
COVERANCE INSURANCE SOLUTIONS	Long Beach, CA	100
MEDIAZILLA	Long Beach, CA	17
ND CONSTRUCTION	Long Beach, CA	0
CLARITA CAREER COLLEGE	Long Beach, CA	0

Future Competition: LA Wealth Management's Fastest Growing Competitors

These companies are in the same general field as LA 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)