Southern Wealth Management Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Southern Wealth Management

Access the complete profile.

Southern Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	541211 Offices of Certified Public Accountants
Additional NAICS Codes	52392 Portfolio Management
Address	1826 N. Loop 1604 W, Ste 260 San Antonio, TX 78248

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Southern Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Southern Wealth Management is classified as operating in the Offices of Certified Public Accountants industry, NAICS Code 541211.

Southern Wealth Management Annual Revenue and Growth Rate

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

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

Southern 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 Southern Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Southern 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)
ERNST & YOUNG INVESTMENT ADVISERS	Secaucus, NJ	100
KPMG LLP C/O TOTAL REWARDS DEPT	Montvale, NJ	64
PRICEWATERHOUSECOOPERS	Tampa, FL	63
DELOITTE	New York, NY	51
ANALYSIS GROUP	Boston, MA	23
BDO USA	Chicago, IL	17
CLIFTONLARSONALLEN	Minneapolis, MN	15
GRANT THORNTON	Chicago, IL	12
BEALES BEST	Victoria, TX	11

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
COLLIE & COMPANY CPAS PLLC	San Antonio, TX	100
AMERICAN PAYROLL INSTITUTE	San Antonio, TX	71
SOUTHERN WEALTH MANAGEMENT	San Antonio, TX	55
SOL SCHWARTZ & ASSOCIATES P.C.	San Antonio, TX	54
AKIN DOHERTY KLEIN & FEUGE PC	San Antonio, TX	49
AVENTINE HILL PARTNERS	San Antonio, TX	44

Future Competition: Southern Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Southern 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)