1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEALTHCROSSING

Map pinRICHMOND, VA
Phone804-237-1700
NotebookSEC #801-64185
Total AUM
$1.5B
Employees
18
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 HAXALL POINT
SUITE 705
RICHMOND
VA 23219
United States
Operating Hours
8:30AM 5:30PM
Monday - Friday
Phone
804-237-1700

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,318
Discretionary
$1.5B
Accounts
1,318
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
69
AUM
$24.6M
HNW Individual Clients
197
AUM
$1.5B
Charitable Organization Clients
1
AUM
$24.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION & PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMDNCTNTXVAWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account