SBK FINANCIAL, INC.
Legal name: WEALTHCROSSING
CRD #132513 SEC #801-64185 RICHMOND, VA 804-237-1700
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
19
Clients
251
Accounts
1,289
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $0 | 19 | 1 |
| Feb 2025 | $1.1B | $1.1B | $0 | 18 | 10 |
| Feb 2025 | $1.1B | $1.1B | $0 | 18 | 10 |
| Feb 2025 | $1.1B | $1.1B | $0 | 18 | 10 |
| Oct 2024 | $1.1B | $1.1B | $0 | 18 | 10 |
| Mar 2024 | $1.1B | $1.1B | $0 | 18 | 10 |
| Jul 2023 | $994.4M | $994.4M | $0 | 18 | 0 |
| May 2023 | $994.4M | $994.4M | $0 | 18 | 0 |
| Mar 2023 | $994.4M | $994.4M | $0 | 18 | 0 |
| Mar 2022 | $1B | $956.3M | $67.5M | 18 | 0 |
| Mar 2021 | $864.3M | $803.1M | $61.2M | 16 | 0 |
| Mar 2021 | $864.3M | $803.1M | $61.2M | 16 | 0 |
| Nov 2020 | $793.9M | $744.2M | $49.6M | 18 | 1 |
| Jun 2020 | $793.9M | $744.2M | $49.6M | 18 | 1 |
| Mar 2020 | $793.9M | $744.2M | $49.6M | 18 | 1 |
| Feb 2020 | $574.3M | $525.2M | $49M | 16 | 0 |
| Nov 2019 | $574.3M | $525.2M | $49M | 16 | 0 |
| Oct 2019 | $574.3M | $525.2M | $49M | 16 | 0 |
| Mar 2019 | $574.3M | $525.2M | $49M | 16 | 0 |
| Mar 2018 | $558.8M | $507.9M | $51M | 14 | 0 |
| Jan 2018 | $559.3M | $507.6M | $51.7M | 14 | 0 |
| Jun 2017 | $545.5M | $495.3M | $50.2M | 14 | 200 |
| Mar 2017 | $545.5M | $495.3M | $50.2M | 14 | 200 |
| Mar 2016 | $487.5M | $435M | $52.5M | 14 | 200 |
| Feb 2016 | $459.4M | $406.7M | $52.7M | 11 | 100 |
| Mar 2015 | $459.4M | $406.7M | $52.7M | 11 | 100 |
| Mar 2014 | $406.6M | $359.2M | $47.5M | 11 | 100 |
| Apr 2013 | $353.4M | $303.2M | $50.2M | 9 | 26 |
| Mar 2012 | $298.9M | $298.9M | $0 | 6 | 26 |
| Nov 2007 | $127.2M | $127.2M | $0 | 10 | -- |
| Mar 2007 | $127.2M | $127.2M | $0 | 10 | -- |
| Jan 2006 | $76.8M | $76.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients1
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients10
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients10
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients10
DateOct 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients10
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients10
DateJul 2023
Total AUM$994.4M
Discretionary$994.4M
Non-Disc.$0
Employees18
Clients0
DateMay 2023
Total AUM$994.4M
Discretionary$994.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$994.4M
Discretionary$994.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$1B
Discretionary$956.3M
Non-Disc.$67.5M
Employees18
Clients0
DateMar 2021
Total AUM$864.3M
Discretionary$803.1M
Non-Disc.$61.2M
Employees16
Clients0
DateMar 2021
Total AUM$864.3M
Discretionary$803.1M
Non-Disc.$61.2M
Employees16
Clients0
DateNov 2020
Total AUM$793.9M
Discretionary$744.2M
Non-Disc.$49.6M
Employees18
Clients1
DateJun 2020
Total AUM$793.9M
Discretionary$744.2M
Non-Disc.$49.6M
Employees18
Clients1
DateMar 2020
Total AUM$793.9M
Discretionary$744.2M
Non-Disc.$49.6M
Employees18
Clients1
DateFeb 2020
Total AUM$574.3M
Discretionary$525.2M
Non-Disc.$49M
Employees16
Clients0
DateNov 2019
Total AUM$574.3M
Discretionary$525.2M
Non-Disc.$49M
Employees16
Clients0
DateOct 2019
Total AUM$574.3M
Discretionary$525.2M
Non-Disc.$49M
Employees16
Clients0
DateMar 2019
Total AUM$574.3M
Discretionary$525.2M
Non-Disc.$49M
Employees16
Clients0
DateMar 2018
Total AUM$558.8M
Discretionary$507.9M
Non-Disc.$51M
Employees14
Clients0
DateJan 2018
Total AUM$559.3M
Discretionary$507.6M
Non-Disc.$51.7M
Employees14
Clients0
DateJun 2017
Total AUM$545.5M
Discretionary$495.3M
Non-Disc.$50.2M
Employees14
Clients200
DateMar 2017
Total AUM$545.5M
Discretionary$495.3M
Non-Disc.$50.2M
Employees14
Clients200
DateMar 2016
Total AUM$487.5M
Discretionary$435M
Non-Disc.$52.5M
Employees14
Clients200
DateFeb 2016
Total AUM$459.4M
Discretionary$406.7M
Non-Disc.$52.7M
Employees11
Clients100
DateMar 2015
Total AUM$459.4M
Discretionary$406.7M
Non-Disc.$52.7M
Employees11
Clients100
DateMar 2014
Total AUM$406.6M
Discretionary$359.2M
Non-Disc.$47.5M
Employees11
Clients100
DateApr 2013
Total AUM$353.4M
Discretionary$303.2M
Non-Disc.$50.2M
Employees9
Clients26
DateMar 2012
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees6
Clients26
DateNov 2007
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$76.8M
Discretionary$76.8M
Non-Disc.$0
Employees5
Clients--