Wealthcrossing
39yrs
Top advisor by experience at Wealthcrossing
Wealthcrossing
Richmond, VA. Legal name: SBK Financial, Inc.
About the firm
A registered investment advisory firm based in Richmond, Virginia. It manages about $1.54 billion for roughly 266 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$5.69 million
Assets under management ?$1.54 billion
Individual clients266
Median years of experience20
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Advisors at Wealthcrossing
7Advisors
20Median years of experience
1States with offices
–Offices
Also known as
SBK Financial, Inc.
About Wealthcrossing
How do I contact Wealthcrossing?
Call the main office at (804) 237-1700. The main office is at 1001 Haxall Point Suite 705, Richmond, VA 23219.
How is Wealthcrossing paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wealthcrossing offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers, Other services.
How many advisors work at Wealthcrossing?
We list 7 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.