Croix River Wealth Management

Investment Management • Hudson, Wisconsin, United States • 1-10 Employees

Company overview

Headquarters	Hudson, Wisconsin, United States
Phone number	+16125186516
Website	croixriverwm.com
NAICS	5231
SIC	628
Keywords	Investment Management, 401K, Asset Protection, Financial Consulting, Tax Planning, 403B, 401K Plans, Meps & Peps Retirement Plans For Small Business, Tsp Optimization, Cash Flow Management For Retirement, Estate Protection & Planning, Guaranteed Cash Flow, Investment Placement, Long Term Care Options, Self Directed Iras, C/R Stack Portfolios
Founded	2017
Employees	1-10

Key Contact at Croix River Wealth Management

Mark Kuhne Creator Of The C R Stack Portfolios

Retirement Planner & Founder

Croix River Wealth Management Email Formats

Croix River Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@croixriverwm.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@croixriverwm.com	100%

About Croix River Wealth Management

Croix River Wealth Management is a company that provides wealth management services. They offer asset protection, tax planning, financial planning, estate planning, education, and more. They aim to meet the financial needs of their clients and provide them with the necessary tools and resources.

Croix 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 Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Croix River Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Croix River Wealth Management has never raised funding before.

Frequently asked questions

Croix River Wealth Management is located in Hudson, Wisconsin, US.

You can reach Croix River Wealth Management at +16125186516.

Croix River Wealth Management was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Croix 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 Croix River Wealth Management

Mark Kuhne Creator Of The C R Stack Portfolios

Retirement Planner & Founder

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