# WEALTHCROSSING

WEALTHCROSSING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** wealthcrossing.com
- **LinkedIn:** https://www.linkedin.com/company/wealthcrossing

## Regulatory record

- **CRD number:** 132513
- **SEC file number:** 801-64185
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132513

## About

WEALTHCROSSING is an SEC-registered investment adviser in Richmond, VA, registered since 2005. The firm manages approximately $1.5 billion in regulatory assets. It has 18 employees and 13 investment advisers.

## Sectors

- Real Estate
- FinTech
- Enterprise Software
- Digital Health
- AI/ML
- Consumer

## People

- J. Todd Morley — Founder and Managing Partner

## Questions

### What is WEALTHCROSSING's known posture on co-investments alongside external GPs?

Co-investment is central to WEALTHCROSSING's strategy. Morley's background in alternative investment structuring means the office actively negotiates for co-investment sleeves when participating in fund vehicles. The office's lean structure is well-suited to evaluating direct co-investment opportunities, allowing family capital to sit alongside institutional-quality GPs while avoiding layered fees on co-investment capital.

## Related profiles

- [Blue Chip Partners](https://altss.com/profile/blue-chip-partners-llc)
- [Annapolitan Investment Group](https://altss.com/profile/annapolitan-investment-group-inc)

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Last updated: 2026-07-06T01:24:28.681Z

Canonical page: https://altss.com/profile/wealthcrossing

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