Total Wealth Planning Revenue, Growth & Competitor Profile

DBA DRR PARTNERS LLC
DBA TOTAL WEALTH PLANNING, LLC

Company Profile & Annual Report for Total Wealth Planning

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Total Wealth Planning Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	5232 Securities & Commodity Exchanges
Additional NAICS Codes	52393 Financial Planning & Investment Advice 52421 Insurance Agencies & Brokers
Address	4665 Cornell Rd. Ste. 160 Cincinnati, OH 45241

Note: Revenues for privately held companies are statistical evaluations.


Total Wealth Planning's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Total Wealth Planning's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Total Wealth Planning is classified as operating in the Securities & Commodity Exchanges industry, NAICS Code 5232.

Total Wealth Planning Annual Revenue and Growth Rate

Total Wealth Planning	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Total Wealth Planning's revenues are gauged from an analysis of company filings.

Total Wealth Planning's Income Statement (based on Industry Averages)

Total Wealth Planning 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 Total Wealth Planning's Largest Competitors

A competitive analysis shows these companies are in the same general field as Total Wealth Planning, 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)
ETRADE FINANCIAL	Jersey City, NJ	100
NASDAQ	New York, NY	76
CME GROUP	Chicago, IL	67
CHICAGO MERCANTILE EXCHANGE	Chicago, IL	66
IG US HOLDINGS	Chicago, IL	59
ATTICUS CORPORATE	Atlanta, GA	40
CBOE GLOBAL MARKETS	Chicago, IL	38
BATS GLOBAL MARKETS HOLDINGS	Lenexa, KS	29
WEEE	Fremont, CA	24

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
ULTIMUS FUND SOLUTIONS	Cincinnati, OH	100
GRASSHOPPER INVESTMENTS	Cincinnati, OH	28
ASPIRIANT	Cincinnati, OH	19
JOHNSON INVESTMENT COUNSEL	Cincinnati, OH	13
FUND EVALUATION GROUP	Cincinnati, OH	11
SUMMER HILL	Cincinnati, OH	9
BRIMSTONE WFG HOLDING	Cincinnati, OH	7
TRUEPOINT	Cincinnati, OH	7
BAHL & GAYNOR	Cincinnati, OH	6
BARTLETT	Cincinnati, OH	6

Future Competition: Total Wealth Planning's Fastest Growing Competitors

These companies are in the same general field as Total Wealth Planning 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)