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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-09-2005
- Office Locations
- 1
Office Locations
About Wealthcrossing
WealthCrossing is a Richmond, VA wealth management firm combining financial planning, proactive year-round tax planning, and asset management. The team works with pre-retirees, retirees, and multi-generational families, emphasizing tax-smart decisions (including Roth conversions), coordinated estate planning, and wealth-transfer strategies such as trusts and gifting to support major life transitions. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREA LYNN BROUGHTON
Chief Executive Officer, Founder, PARTNER
- CRD
- #4641609
- Ownership
- 25% but less than 50%
JOHN KEVIN KING
President
- CRD
- #4708979
- Ownership
- 25% but less than 50%
Showing 2 of 7 owners & executives
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MITCHELL JAMES CROWDER
Advisor
- CRD
- #6651175
Kelly Brandon Hazlett
Senior Advisor
- CRD
- #7290847
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,538,440,735 | $1,167,254 |
| Non-Discretionary | $0 | -- |
| Total | $1,538,440,735 | $1,167,254 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2022
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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