CROSSGEN WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$222,779,471
Discretionary
$222,779,471
Non-discretionary
$0
Firm details
- CRD number
- 336270
- SEC file number
- 801-133964
- Main office
- GREENVILLE, NC, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.CROSSGENWEALTH.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.