Crossgate Wealth Advisors, LLC
Crossgate Wealth Advisors, LLC is an SEC-registered wealth manager in Newtown, PA with $271.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Crossgate Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121856, SEC 801-80475, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $271.9M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Newtown, PA
- Employees
- 6
- Clients
- 183
- CRD
- 121856
- Ownership
- REA, JOHN, DAVID; Rea, Barbara; von Dohlen, Nickolaus, Christopher
How much AUM does Crossgate Wealth Advisors, LLC have?
Crossgate Wealth Advisors, LLC reported $271.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Crossgate Wealth Advisors, LLC?
Disclosed owners and executives of Crossgate Wealth Advisors, LLC include REA, JOHN, DAVID, Rea, Barbara, von Dohlen, Nickolaus, Christopher. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.