

WealthCrossing Information
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WealthCrossing
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
Length of Employment
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 WealthCrossingEx-employees positions
In Company
In New Company
Contact top employees from
WealthCrossing
George Moore IV
Sr. Portfolio Specialist
Claire Craighill
Partner
Stephanie Stumpf
Partner & Senior Financial Advisor
Dean Williams
Partner & Senior Advisor
Mitchell Crowder
Advisor
Cori Schmidt
Cient Service Specialist
Ethan Carter
Senior Tax Associate
Teresa Mozingo
Client Care Coordinator
Matt Weglarz
Director of Operations
Jonathan Bailey
Wealth Advisor | Partner
Ashton Liesfeld
Associate Advisor
Andrea Broughton
CEO & Founder
KIERSTON KOPLIN
Client Services Manager
Corinne Jacob
Client Service Specialist
Adam Nikulicz
Senior Operations Associate
Carrie Chalifoux
Senior Tax Associate
Matt McNally
Financial Planning Associate
Sheila Smith
Client Service Specialist