Overview
Assets Under Management: $236 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Frequently Asked Questions
CROSSGATE WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121856), CROSSGATE WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
CROSSGATE WEALTH ADVISORS, LLC is headquartered in NEWTOWN, PA.
CROSSGATE WEALTH ADVISORS, LLC serves 63 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, CROSSGATE WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CROSSGATE WEALTH ADVISORS, LLC manages $236 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, CROSSGATE WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 179
Discretionary Accounts: 178
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 121856
Last Filing Date: 2025-02-18 00:00:00
Website: https://crossadvisors.com