Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Crosswaters Wealth Management Logo
Crosswaters Wealth Management CB Rank
3169713
Heat Score
25
Crosswaters Wealth Management offers wealth management, retirement, tax consulting, life insurance, and financial planning.
Private Bend, Oregon, United States1-10 www.crosswaterswm.com
Financial Services
Life Insurance
Retirement
Tax Consulting
Wealth Management
Overview

Crosswaters Wealth Management
Heat Score
25

Growth Score
pts
in past quarter
Heat Score 25
-14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Crosswaters Wealth Management

CB Rank
3169713
Crosswaters Wealth Management offers wealth management, retirement, tax consulting, life insurance, and financial planning.
Private Bend, Oregon, United States1-10 www.crosswaterswm.com
Financial Services
Life Insurance
Retirement
Tax Consulting
Wealth Management

Details

Legal Name Sanctuary Securities Inc.
Operating Status Active
Company Type For Profit
Phone Number 1 541-600-3971
Contact Email info@crosswaterswm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that involves creating and managing financial plans and investment portfolios to help clients achieve their financial goals.
Retirement Planning
A service focused on preparing clients financially for retirement by creating strategies to ensure income and asset sustainability.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

IT Spend

$189.4KThis year, Crosswaters Wealth Management is projected to spend $189.4K on IT, according to Aberdeen.

Active Website Tech Count

5Crosswaters Wealth Management is actively using 5 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Crosswaters Wealth Management's headquarters? Crosswaters Wealth Management is located in Bend, Oregon, United States.Who are Crosswaters Wealth Management's competitors? Alternatives and possible competitors to Crosswaters Wealth Management may include Trinity Wealth Management, Heckmann Financial, and  Village Wealth Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(2e7868f 1)
|