Crossgen Wealth LLC
Crossgen Wealth LLC is an SEC-registered wealth manager in Greenville, NC with $222.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Crossgen Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336270, SEC 801-133964, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $222.8M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Greenville, NC
- Employees
- 3
- Clients
- 149
- CRD
- 336270
- Ownership
- Stockdale, Ashley; Litchfield, William, F
How much AUM does Crossgen Wealth LLC have?
Crossgen Wealth LLC reported $222.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Crossgen Wealth LLC?
Disclosed owners and executives of Crossgen Wealth LLC include Stockdale, Ashley, Litchfield, William, F. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.