Overview
Assets Under Management: $212 million
Headquarters: GREENVILLE, NC
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Frequently Asked Questions
CROSSGEN WEALTH 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 #336270), CROSSGEN WEALTH LLC is subject to fiduciary duty under federal law.
CROSSGEN WEALTH LLC is headquartered in GREENVILLE, NC.
CROSSGEN WEALTH LLC serves 35 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, CROSSGEN WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CROSSGEN WEALTH LLC manages $212 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, CROSSGEN WEALTH LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 302
Discretionary Accounts: 302
Regulatory Filings
CRD Number: 336270
Filing ID: 2027279
Last Filing Date: 2025-11-21 11:18:35
Website: 0