SBK FINANCIAL, INC.
Doing business as WEALTHCROSSING. SEC Form ADV profile.
Total regulatory AUM
$1,538,440,735
Discretionary
$1,538,440,735
Non-discretionary
$0
Firm details
- CRD number
- 132513
- SEC file number
- 801-64185
- Main office
- RICHMOND, VA, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.