Lumitas Wealth Strategies Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Lumitas Wealth Strategies

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Lumitas Wealth Strategies 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	8147 Globe Drive Suite 245 Woodbury, MN 55125

Note: Revenues for privately held companies are statistical evaluations.


Lumitas Wealth Strategies's Annual Report & Profile shows critical firmographic facts:

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

Lumitas Wealth Strategies Annual Revenue and Growth Rate

Lumitas Wealth Strategies	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: Lumitas Wealth Strategies's revenues are gauged from an analysis of company filings.

Lumitas Wealth Strategies's Income Statement (based on Industry Averages)

Lumitas Wealth Strategies P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Other Operating Expenses
Total Operating Expenses
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EBITDA
EBIT (Earnings Before Interest and Taxes)
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Market Share of Lumitas Wealth Strategies's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
EQUINITI TRUST	Mendota Heights, MN	100
MELON INVESTMENTS	Saint Paul, MN	8
EHLERS & ASSOCIATES	Roseville, MN	4
EXCELSIOR ENERGY GROUP MANAGEMEN	White Bear Lake, MN	3
DWC ERISA CONSULTANTS LLC D/B/A DWC - 401K EXPERTS	St. Paul, MN	1
MAIRS & POWER VENTURES FUND I	St Paul, MN	1

Other Companies at 8147 Globe Drive, Woodbury MN

Company	Headquarters	Revenue ($ MM)
INSTITUTE OF PRODUCTION & RECORDING	Woodbury, MN	100
WOODBURY SPINE & INJURY CENTER P.A.	Woodbury, MN	28
MYHRE INVESTMENTS	Woodbury, MN	3
GLOBE UNIVERSITY	Woodbury, MN	0

Future Competition: Lumitas Wealth Strategies's Fastest Growing Competitors

These companies are in the same general field as Lumitas Wealth Strategies 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)