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⚲
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| Crossgen Wealth LLC
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|
|---|---|
| CRD # | 336270 |
| SEC # | 801-133964 |
| CIK # | 0002112179 |
| AUM | $222.8 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 252-262-7301 |
| Address | 905 A Conference Drive Greenville, NC 27858 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.4 | ||
| Valero Energy Corp/Tx | 5.0 | ||
| Wal Mart Stores Inc | 4.9 | ||
| Broadcom Inc | 4.6 | ||
| Microsoft Corp | 4.4 | ||
| Alphabet Inc | 4.2 | ||
| J P Morgan Chase & Co | 4.0 | ||
| Marathon Petroleum Corp | 3.9 | ||
| Amazon Com Inc | 3.5 | ||
| Goldman Sachs Group Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 59.7 |
| (b) Individuals (high net worth individuals) | 20 | 95.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 16.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 50.6 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 222.8 |
| By Discretionary | ||
| Discretionary | 430 | 222.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 430 | 222.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.8 | |
| Total | 430 | 222.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112179] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retirement Plans Inc
✚
|
OH | 0.2 |
|
Sun Group Wealth Partners LLC
✚
|
CA | 0.2 |
|
Davidson Advisory Group LLC
✚
|
NC | 0.2 |
|
Essential Investment Partners LLC
✚
|
CO | 0.2 |
|
DaVinci Financial Designs LLC
✚
|
SC | 0.2 |
|
Aldebaran Financial Inc
✚
|
TN | 0.2 |
|
Global Strategic Management Inc
✚
|
PR | 0.2 |
|
Bond Tech Inc
✚
|
OH | 0.2 |
|
Strategic Financial Planning Inc
✚
|
TX | 0.2 |
|
Hughes Warren Inc
✚
|
OK | 0.2 |