St. Croix Wealth Management
Financial Services • 
Oakdale, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 7815 3rd St. N Ste 201, Oakdale, MN 55128, US |
| Phone number | +16515022266 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Insurance Services, Business Planning, Portfolio Management, Financial Planning, Estate Planning, Education Plans |
| Employees | 1-10 |
| Socials |
Key Contact at St. Croix Wealth Management
Peter G. Miles
Financial Advisor/President
St. Croix Wealth Management Email Formats
St. Croix Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@stcroixwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@stcroixwm.com | 100% |
About St. Croix Wealth Management
At St. Croix Wealth Management we believe it’s important to build strong, long lasting relationships with our clients. We help them develop their financial plan or, as we refer to it, their Financial GPS. Just like an automobile, the Financial GPS calculates the route, keeps clients on track and guides them through life’s ever changing landscape. Throughout this journey, we educate and provide insights to ensure that the financial direction our clients take is always the most appropriate for their stage of life and financial objectives. While there are many milestones in one’s life, retirement can be the most significant. At St. Croix Wealth Management, our mission is to help our clients set a course toward reaching their goals so they are more prepared for their future retirement. At every turn, we’re here to help clients plan – from investment strategies, to complex wealth management needs, to managing their portfolio. The advice needs of our clients will change over the course of their lives. St. Croix Wealth Management has three client engagement options – Navigator, Co-Pilot and Captain – that provide clients with solutions and guidance throughout their ever-changing life stages. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
St. Croix Wealth Management revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
St. Croix Wealth Management has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
St. Croix Wealth Management has never raised funding before.
St. Croix Wealth Management Tech Stack
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Frequently asked questions
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