| 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 | 50-75% | 2020 |
Crossgate Wealth Advisors, LLC reports $236.2 million in regulatory assets under management on its Form ADV.
Crossgate Wealth Advisors, LLC reports 6 employees.
Crossgate Wealth Advisors, LLC is based in Newtown, PA and has been SEC-registered since 2014.
Crossgate Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 125 Pheasant Run, Suite 100, Newtown, PA 18940 |
| Phone | (215) 860-2234 |
| Fax | (215) 860-2216 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $233.9M |
| Non-discretionary | $2.3M |
| Total (RAUM) | $236.2M |