Wealthcrossing
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 132513
- Registered since
- May 9, 2005
- Website
- wealth-crossing.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.78%
- Charitable Organizations1.62%
- Individuals1.6%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthcrossing is an independent registered investment adviser that has been SEC-registered since 2005. Structured as a corporation with individual ownership, the firm serves both high-net-worth individuals and institutional clients. Its advisory work combines financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers; Wealthcrossing identifies itself as a capital allocator and uses both percentage-of-AUM and fixed-fee billing. Operationally the firm also lists accounting among its business activities, and its model emphasizes allocating client assets across external managers and pooled vehicles rather than relying solely on in-house proprietary strategies. Wealthcrossing does not position itself as an active ESG investor. The firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities11%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$162M in ETFs
74%
$120M
26%
$41.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $39.2M | 55,861 | 24.19% |
Location
Richmond, VA
Richmond City
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Richmond City
- Address
- 1001 Haxall Point
- Time zone
- ET (UTC-5)
- Office locations
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