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

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