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CROSSGEN WEALTH LLC
CRD 336270 · SEC 801-133964
905 A CONFERENCE DRIVE, GREENVILLE, NC, 27858, United States
Phone
252-262-7301
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.8M
Discretionary AUM
$222.8M
Team
3 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $59.7M |
| High net worth individuals | 20 | $95.6M |
| Pension/profit sharing plans | 2 | $924K |
| Insurance companies | 1 | $16.1M |
| Corporations/business entities | 11 | $50.6M |
States served
NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD