← Tributary

WEALTHCROSSING

RICHMOND, VA · CRD 132513 · IAPD ↗ · 804-237-1700

$1.54BRegulatory AUM
13Advisory reps
18Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — WEALTHCROSSING reported RAUM up 28% ($1.20B -> $1.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2026 — WEALTHCROSSING grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
72
April 2025 — WEALTHCROSSING grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
March 2025 — SBK FINANCIAL, INC. is now doing business as WEALTHCROSSING.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2024 — SBK FINANCIAL, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — SBK FINANCIAL, INC. crossed $1B in regulatory AUM ($994.4M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.