Whelan & Associates Wealth Management Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Whelan & Associates Wealth Management

Access the complete profile.

Whelan & Associates Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	515 E. Locust Suite 250 Des Moines, IA 50309

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Whelan & Associates Wealth Management's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Whelan & Associates Wealth Management is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Whelan & Associates Wealth Management Annual Revenue and Growth Rate

Whelan & Associates Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

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

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

Whelan & Associates Wealth Management's Income Statement (based on Industry Averages)

Whelan & Associates 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 Whelan & Associates Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Whelan & Associates 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)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
LEGACY FINANCIAL GROUP	Des Moines, IA	100
D.M. KELLY	Des Moines, IA	60
NCP	Des Moines, IA	37
LFG PLANNERS	Des Moines, IA	22
WHELAN & ASSOCIATES WEALTH MANAGEMENT	Des Moines, IA	11
EQUITY DYNAMICS	Des Moines, IA	5

Future Competition: Whelan & Associates Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Whelan & Associates 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)