Next Wealth Management Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Next Wealth Management

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Next Wealth Management Fast Facts

Revenue	Less than $1 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	5611 Office Administrative Services
Address	4949 Meadows Road Suite 600 Lake Oswego, OR 97035

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Next Wealth Management's annual revenues are Less than $1 million (see exact revenue data)
• What industry is the company in?
  • Next Wealth Management is classified as operating in the Office Administrative Services industry, NAICS Code 5611.

Next Wealth Management Annual Revenue and Growth Rate

Next Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Less than $1 million Details in Premium Report
2024
2023
2021
2020
2019

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

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

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

Next 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

Market Share of Next Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Next 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)
PLAN PROFESSIONALS	Shrewsbury, NJ	100
SYNERGY PLAN	Chicago, IL	46
OASIS OUTSOURCING HOLDINGS INC. & ITS AFFILIATES	West Palm Beach, FL	25
ASKAR MANAGEMENT GROUP	Commerce Twp, MI	7
SHC HOLDCO	Cottonwood Heights, UT	4
OFFICE & PROFESSIONAL EMPLOYEES INT'L UNION LOCAL 153	New York, NY	3
UFCW LOCAL 360 SCHOLARSHIP FUND	West Berlin, NJ	3
DELIGHT RALEIGH MANAGEMENT	Wichita, KS	3
FORREST SOLUTIONS	New York, NY	3

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
ZINCFIVE POWER	Tualatin, OR	100
MED-SAFE MANAGEMENT	Clackamas, OR	15
EVOLVE WORKFORCE & MULTIFAMILY HOUSING SERVICES	Woodburn, OR	10
REDE GROUP	Oregon City, OR	8
PARKER DEVELOPMENT NORTHWEST	West Linn, OR	4
NEXT WEALTH MANAGEMENT	Lake Oswego, OR	3

Other Companies at 4949 Meadows Road, Lake Oswego OR

Company	Headquarters	Revenue ($ MM)
DESCHUTES PORTFOLIO STRATEGYLLC	Lake Oswego, OR	100
REFF GROUP	Lake Oswego, OR	94
MORRISON STREET CAPITAL	Lake Oswego, OR	0
ORAL HEALTH OUTREACH	Lake Oswego, OR	0

Future Competition: Next Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Next 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)