Redstone Wealth Management
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Redstone Wealth Management is a financial planning and investment advisory firm that says it helps individuals and families achieve financial clarity and confidence. It offers wealth planning, portfolio management, and legacy and tax strategies.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Peak Brokerage Services, LLC · brand it sells or installs
Employees over time
▲ 60% since 2022Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2022 | Form 5500 | 5 | $2.0M |
| 2023 | Form 5500 | 7 | $2.8M |
| 2024 | Form 5500 | 8 | $3.2M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Redstone Wealth Management this business | $1.1M | — |
| Security Financial Mortgage Oklahoma City | $1.1M | 0.0 mi |
| Municipal Employee's Credit Union of Oklahoma City Oklahoma City | $9.2M | 0.3 mi |
| Caliber Home Loans Oklahoma City | $1.1M | 0.3 mi |
| The Chesapeake Life Insurance Company Oklahoma City | $806K | 0.3 mi |
| Shannon Kurtz - Amc Mortgage Oklahoma City | $1.1M | 0.3 mi |
| DAVID ORTLOFF, LLC Oklahoma City · 1 employees | $407K | 0.3 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
People & advisors
“Redstone Wealth Management was founded on a simple but powerful belief: financial planning should empower, not overwhelm.”
Leadership
- LCLee Cantrell, AIF®President/Financial Advisor · Company website · source
- CSChris SmedstadFinancial Advisor · Company website · source
- RKRianna Krout, CFP®Financial Advisor · Company website · source
- BTBrent TerrellOperations Manager · Company website · source
- DPDale PowellParaplanner/Analyst · Company website · source
- NCNichole CleavesClient Services Manager · Company website · source
- MPMary PetilloClient Services Associate · Company website · source
- HHHeather HendricksOperations Coordinator · Company website · source
- RORebecca ObergParaplanner · Company website · source
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Redstone Wealth Management
Redstone Wealth Management is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2018. It is owned by Lee Cantrell (President/Financial Advisor). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. It has about 8 employees. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Redstone Wealth Management?
- Redstone Wealth Management is owned by Lee Cantrell (President/Financial Advisor), according to public sources such as the company's website or filings.
- How much revenue does Redstone Wealth Management make?
- SeeBITDA estimates Redstone Wealth Management's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Redstone Wealth Management worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- How many employees does Redstone Wealth Management have?
- About 8, from its 2024 retirement-plan filing.
- When was Redstone Wealth Management founded?
- Redstone Wealth Management has been in business since 2018.