AllStreet Wealth, a financial advisory firm working with over 100 families, has achieved $2.5M in annual recurring revenue (ARR).

The firm manages $110M+ in assets and is on track to reach $125M within a month.

Growth is driven by existing client contributions, potentially adding $25M per year in new business sales.

The founder emphasizes a focus on personalized wealth planning for high-net-worth families and is considering strategic hiring to enhance services, particularly exploring the addition of a tax preparer.