Nwm Advisors Revenue, Growth & Competitor Profile

DBA NWM ADVISORS, LLC

Company Profile & Annual Report for Nwm Advisors

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Nwm Advisors 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	735 Tank Farm Road Suite 250 San Luis Obispo, CA 93401

Note: Revenues for privately held companies are statistical evaluations.


Nwm Advisors's Annual Report & Profile shows critical firmographic facts:

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

Nwm Advisors Annual Revenue and Growth Rate

Nwm Advisors	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: Nwm Advisors's revenues are gauged from an analysis of company filings.

Nwm Advisors's Income Statement (based on Industry Averages)

Nwm Advisors 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 Nwm Advisors's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
SOMBRILLA MANAGEMENT	Solvang, CA	100
WEALTHSOURCE®	San Luis Obispo, CA	79
WACKER WEALTH PARTNERS	San Luis Obispo, CA	39
VIVID FINANCIAL MANAGEMENT	Orcutt, CA	30
CORVUS WEALTH ADVISORS	Templeton, CA	19
GARCIA WEALTH MANAGEMENT GROUP	Templeton, CA	12

Other Companies at 735 Tank Farm Road, San Luis Obispo CA

Company	Headquarters	Revenue ($ MM)
WEALTHSOURCE®	San Luis Obispo, CA	100
ECONOMIC VITALITY CORPORATION OF SAN LUIS OBISPO COUNTY	San Luis Obispo, CA	2
EMPLOYER ADVOCATES GROUP	San Luis Obispo, CA	2
SAN LUIS WEALTH ADVISORS	San Luis Obispo, CA	0

Future Competition: Nwm Advisors's Fastest Growing Competitors

These companies are in the same general field as Nwm Advisors 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)