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WEALTHCROSSING
SBK FINANCIAL, INC.
CRD 132513 · SEC 801-64185
1001 HAXALL POINT, SUITE 705, RICHMOND, VA, 23219, United States
Phone
804-237-1700
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$1.54B
Team
18 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION & PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $24.6M |
| High net worth individuals | 197 | $1.49B |
| Charitable organizations | 1 | $24.9M |
States served
MD, MA, NC, TN, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD