Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > virginia > richmond > WEALTHCROSSING
WEALTHCROSSING
1001 Haxall Point
Suite 705
Richmond, Virginia 23219
Tel: 804-237-1700
About WEALTHCROSSING
WEALTHCROSSING, formally registered with the SEC as WEALTHCROSSING. The firm was established in 05/09/2005. They have over 1 offices throughout the country.
WEALTHCROSSING is a Richmond, Virginia based Financial Planning firm with nearly $1,134,816,590 assets under management, offering retirement planning & investment advisory services to 1315 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132513 |
| SEC# | 801-64185 |
| Assets Managed by Firm | $1,134,816,590 |
| No. of Clients | 1315 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (TAX PREPARATION & PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1315 | $1,134,816,590 |
| Individuals (other than high net worth individuals) | 99 | $37,366,639 |
| High net worth individuals | 162 | $1,076,501,991 |
| Charitable organizations | 1 | $20,947,960 |
More Retirement Planning firms in Richmond, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
Explore More Retirement Advisors in Richmond, Virginia