Crossgate Wealth Advisors LLC

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Assets, Funds, Holdings

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Crossgate Wealth Advisors LLC
CRD #121856
SEC #801-80475
CIK #
AUM $209.0 MM (2024-07-29)
Employees 3 (100% Investors, 0% Brokers)
Phone215-860-2234
Address605 Floral Vale Blvd
Yardley, PA 19067-5528
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 124 39.4
(b) Individuals (high net worth individuals) 58 169.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 760 209.0
By Discretionary
Discretionary 754 207.0
Non-Discretionary 6 2.0
Total 760 209.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 209.0
Total 760 209.0
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Dragus Capital LLC
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Fearless Solutions LLC
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Diversified Resources LLC
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Dudley Capital Management LLC
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Blue Spark Capital Advisors LLC
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RM Financial Services LLC
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Harbor Island Capital LLC
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