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CROSSGATE WEALTH ADVISORS, LLC

CRD 121856 · SEC 801-80475

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125 PHEASANT RUN, SUITE 100, NEWTOWN, PA, 18940, United States

Phone

(215) 860-2234

Fax

(215) 860-2216

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$271.9M

Discretionary AUM

$269.4M

Team

6 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals113$36.0M
High net worth individuals70$235.6M

States served

DE, MA, NE, NJ, NC, PA, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD