Wheeler Financial Services Inc. Dba Wheeler Associates Revenue, Growth & Competitor Profile

DBA WHEELER ASSOCIATES

Company Profile & Annual Report for Wheeler Financial Services Inc. Dba Wheeler Associates

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Wheeler Financial Services Inc. Dba Wheeler Associates Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52421 Insurance Agencies & Brokers
Address	324 W. Superior Street, Suite 1000 Duluth, MN 55802

Note: Revenues for privately held companies are statistical evaluations.


Wheeler Financial Services Inc. Dba Wheeler Associates's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Wheeler Financial Services Inc. Dba Wheeler Associates's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Wheeler Financial Services Inc. Dba Wheeler Associates is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Wheeler Financial Services Inc. Dba Wheeler Associates Annual Revenue and Growth Rate

Wheeler Financial Services Inc. Dba Wheeler Associates	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: Wheeler Financial Services Inc. Dba Wheeler Associates's revenues are gauged from an analysis of company filings.

Wheeler Financial Services Inc. Dba Wheeler Associates's Income Statement (based on Industry Averages)

Wheeler Financial Services Inc. Dba Wheeler Associates P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
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Operating Expenses
Advertising
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Total Operating Expenses
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EBIT (Earnings Before Interest and Taxes)
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Market Share of Wheeler Financial Services Inc. Dba Wheeler Associates's Largest Competitors

A competitive analysis shows these companies are in the same general field as Wheeler Financial Services Inc. Dba Wheeler Associates, 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 Wheeler Financial Services Inc. Dba Wheeler Associates. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
WHEELER FINANCIAL SERVICES INC. DBA WHEELER ASSOCIATES	Duluth, MN	100
ASCENTIAL WEALTH ADVISORS	Duluth, MN	66
ENDERSBE HERRON & ASSOCIATES	Duluth, MN	46
SURETY WEALTH GROUP	Fargo, ND	40
MOSELEY ENTERPRISES	Duluth, MN	34
PANICHI BLAIR WEALTH MANAGEMENT	Hermantown, MN	28

Future Competition: Wheeler Financial Services Inc. Dba Wheeler Associates's Fastest Growing Competitors

These companies are in the same general field as Wheeler Financial Services Inc. Dba Wheeler Associates 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)