Crossgate Wealth Advisors, LLC
● SEC registered since 2014CRD 121856SEC# 801-80475Newtown, PA
Reg. AUM
$271.9M
Employees
6
Accounts
758
Location
Newtown, PA
Crossgate Wealth Advisors, LLC assets under management
Crossgate Wealth Advisors, LLC is an SEC-registered investment adviser based in Newtown, PA. The firm has been registered since 2014. It reports $271.9 million in regulatory assets under management and employs 6 people.
Crossgate Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Rea Control | Member, Vice President, Secretary And Treasurer | 25-50% | 2016 |
| John David Rea Control | Managing Member, President And Chief Compliance Officer | 25-50% | 2005 |
| Nickolaus Christopher Von Dohlen Control | Member | 25-50% | 2020 |
Frequently asked questions
How much does Crossgate Wealth Advisors, LLC manage?
Crossgate Wealth Advisors, LLC reports $271.9 million in regulatory assets under management on its Form ADV.
How many employees does Crossgate Wealth Advisors, LLC have?
Crossgate Wealth Advisors, LLC reports 6 employees.
Where is Crossgate Wealth Advisors, LLC located?
Crossgate Wealth Advisors, LLC is based in Newtown, PA and has been SEC-registered since 2014.
Does Crossgate Wealth Advisors, LLC disclose fund performance?
Crossgate Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 Pheasant Run, Suite 100, Newtown, PA 18940 |
| Phone | (215) 860-2234 |
| Fax | (215) 860-2216 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$271.9M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$271.9Mregulatory AUM
Discretionary $269.4MNon-discretionary $2.4M