


Canyon River Wealth Planning
Financial Services • Edwards, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 56 Edwards Village Blvd, Suite 206-11, Edwards, Colorado 81632, US |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Canyon River Wealth Planning
Marla Sherrod
Co-Founder - Wealth Partner
Canyon River Wealth Planning Email Formats
Canyon River Wealth Planning uses 1 email format. The most common is {first name} (e.g., john@canyonriverwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@canyonriverwealth.com | 100% |
About Canyon River Wealth Planning
At Canyon River Wealth Planning, we seamlessly integrate experience, empathy, and integrity to help you navigate through life’s financial transitions. Our team possesses a sound understanding of both the technical and emotional dimensions inherent in retirement. Our objective is to craft strategies that align precisely with your goals and values. Our comprehensive wealth management services are designed to safeguard each aspect of your journey, helping to ensure reliability and confidence in your financial future. Our approach is grounded in the values of family, compassion, and integrity. We blend technical experience with a deep respect for the emotional side of financial planning. To learn more about Canyon River Wealth Planning, visit our website at www.canyonriverwealth.com -- Securities and advisory services offered through &PARTNERS℠, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.
Canyon River Wealth Planning revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Canyon River Wealth Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Canyon River Wealth Planning has never raised funding before.
Canyon River Wealth Planning Tech Stack
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Frequently asked questions
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