Crossgen Wealth LLC
● SEC registered since 2025CRD 336270SEC# 801-133964Greenville, NC
Reg. AUM
$222.8M
Employees
3
Accounts
430
Location
Greenville, NC
Crossgen Wealth LLC assets under management
Crossgen Wealth LLC operates as an SEC-registered investment adviser based in Greenville, NC. The firm has been registered since 2025. It reports $222.8 million in regulatory assets under management and employs 3 people.
Crossgen Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Stockdale Control | Chief Compliance Officer | Under 5% | 2025 |
| William F Litchfield Control | Principal | Over 75% | 2025 |
Frequently asked questions
How much does Crossgen Wealth LLC manage?
Crossgen Wealth LLC reports $222.8 million in regulatory assets under management on its Form ADV.
How many employees does Crossgen Wealth LLC have?
Crossgen Wealth LLC reports 3 employees.
Where is Crossgen Wealth LLC located?
Crossgen Wealth LLC is based in Greenville, NC and has been SEC-registered since 2025.
Does Crossgen Wealth LLC disclose fund performance?
Crossgen Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 905 a Conference Drive, Greenville, NC 27858 |
| Phone | 252-262-7301 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222.8M▲ 5%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$222.8Mregulatory AUM
Discretionary $222.8M