WealthCrossing
WealthCrossing

WealthCrossing Information

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Summary

WealthCrossing is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Richmond, Virginia, USA. The number of employees ranges from 25 to 100. The annual revenue of WealthCrossing varies between 5.0M and 25M. To connect with WealthCrossing employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

10-50 employees

Specialties

Financial Planning, Investment Management, Tax Strategies, Wealth Advisory, Retirement Planning, Executive Compensation, Trust Advisory, Education Planning, Cash Flow Planning, Estate Planning, Family Wealth, Charitable Giving, Tax Planning

SIC Code

6189, 6411, 6199

DMA Code

Richmond Metropolitan Area

Founded

2005

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

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Organization Website

Contact Email

info@sbkfinancial.com

Phone Number

(804) 237-1700

Employees Turnover 3 quarter 2025

Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at WealthCrossing shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 1–2 years15% for 3–4 years15% for 5–7 years15% for 8–10 years40% have over 11 years of service at WealthCrossing
Ex-employees positions
In Company
In New Company
Contact top employees from WealthCrossing
George Moore IV
Sr. Portfolio Specialist
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Stephanie Stumpf
Partner & Senior Financial Advisor
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Dean Williams
Partner & Senior Advisor
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Tom Doyle
Senior Wealth Advisor
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Cori Schmidt
Cient Service Specialist
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Ethan Carter
Senior Tax Associate
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Teresa Mozingo
Client Care Coordinator
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Matt Weglarz
Director of Operations
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Jonathan Bailey
Wealth Advisor | Partner
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Ashton Liesfeld
Associate Advisor
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KIERSTON KOPLIN
Client Services Manager
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Corinne Jacob
Client Service Specialist
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Adam Nikulicz
Senior Operations Associate
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Carrie Chalifoux
Senior Tax Associate
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Matt McNally
Financial Planning Associate
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Sheila Smith
Client Service Specialist
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