WEALTHCROSSING

RIASEC RegisteredEst. 2005

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$1.2M

Accounts

1,318

Employees

Advisory reps

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

FINTRX

Overview

Wealthcrossing is an independent registered investment adviser operating as a corporation since the mid-2000s. The firm serves a mix of high-net-worth individuals, families and institutional clients, offering fee-based financial planning, discretionary portfolio management and the selection of outside advisers. Wealthcrossing runs a capital allocation role for clients, favoring public funds and mutual funds as the backbone of client portfolios while supplementing allocations with third‑party alternative managers for real estate exposure. The firm charges clients through a combination of percentage-of-AUM and fixed fees and markets itself to individuals, small businesses and institutions. Wealthcrossing is not positioned as an ESG-focused manager and is not registered as a multistate adviser. In recognition of its market presence, the firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.