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| Keyboard |
| Crossgate Wealth Advisors LLC
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|---|---|
| CRD # | 121856 |
| SEC # | 801-80475 |
| CIK # | |
| AUM | 271.9 M (2026-03-11) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 215-860-2234 |
| Address | 125 Pheasant Run Newtown, PA 18940 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 36.0 |
| (b) Individuals (high net worth individuals) | 70 | 235.6 |
| (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 | 0.3 |
| (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 | 758 | 271.9 |
| By Discretionary | ||
| Discretionary | 752 | 269.4 |
| Non-Discretionary | 6 | 2.4 |
| Total | 758 | 271.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.9 | |
| Total | 758 | 271.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TrueWealth Financial Partners LLC
✚
|
WA | 273.7 M |
|
Valor Financial Services LLC
✚
|
TN | 273.3 M |
|
Knox Wealth Partners Advisory LLC
✚
|
TN | 272.9 M |
|
Conscious Wealth Investments LLC
✚
|
GA | 272.8 M |
|
Firstmetric LLC
✚
|
MI | 272.1 M |
|
Ryan Investment Management Inc
✚
|
CO | 272.0 M |
|
Client First Investment Management LLC
✚
|
WI | 271.9 M |
|
SK Advisor Network LLC
✚
|
TX | 271.5 M |
|
Prota Financial LLC
✚
|
TX | 270.4 M |
|
Ervin Investment Management LLC
✚
|
269.9 M |