CROSSGATE WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$271,873,742
Discretionary
$269,436,540
Non-discretionary
$2,437,202
Firm details
- CRD number
- 121856
- SEC file number
- 801-80475
- Main office
- NEWTOWN, PA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.