Wealthcrossing

RIASEC Registered

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 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.