Canadian River Wealth Management Revenue

Financial Services • • 1-10 Employees

Canadian River Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Canadian River Wealth Management

Lance Purcell

Founder of Canadian River Wealth Management

Company overview

Headquarters	XX
NAICS	52
Employees	1-10

About Canadian River Wealth Management

Canadian River Wealth Management was founded on a simple belief: people deserve financial guidance that’s personal, principled, and built to last. After more than 20 years working across law, lending, agriculture, and investment management, founder Lance Purcell recognized a growing need for thoughtful, relationship-driven support—something that helps people move forward with clarity and confidence through life’s financial decisions. He started Canadian River Wealth Management to meet that need, with an approach rooted in trust, long-term thinking, and personal connection. Relationships come first, and every recommendation is thoughtfully tailored to align with each client’s goals, values, and season of life. Rooted in the region shaped by the Canadian River—spanning Texas, Oklahoma, and New Mexico—we help individuals and families make smart, strategic financial decisions so they can grow, protect, and pass on their wealth with confidence. While money matters, so do your time, your family, and your peace of mind. Our job is to handle the complex financial decisions, so you can focus on the things that matter most. At Canadian River Wealth Management, we offer: Investment Management Estate Planning Financial Planning Retirement Planning Tax Strategies If you’re looking for financial guidance that puts people first and lasts for the long haul, we’d be honored to help. Email Lance at lpurcell@canadianriverwealth.com, or give us a call at (806) 803-1266. ___________ Content is for educational purposes only and not intended as specific investment advice. Canadian River Wealth Management & Consulting cannot guarantee any specific outcome or benefit. All information is subject to change. For advice tailored to your situation, you may wish to consult a qualified attorney, financial advisor, tax advisor, or accountant.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Canadian River Wealth Management has never raised funding before.

Frequently asked questions

Canadian River Wealth Management is located in XX.

Canadian River Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Canadian River Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Canadian River Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Canadian River Wealth Management

Lance Purcell

Founder of Canadian River Wealth Management

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