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Crossgen Wealth LLC

● SEC registered since 2025CRD 336270SEC# 801-133964Greenville, NC
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
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 employs 2 people.
www.crossgenwealth.comView on SEC.gov ↗

Crossgen Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Ashley Stockdale ControlChief Compliance OfficerUnder 5%2025
William F Litchfield ControlPrincipalOver 75%2025

Frequently asked questions

How many employees does Crossgen Wealth LLC have?

Crossgen Wealth LLC reports 2 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

Address905 a Conference Drive, Greenville, NC 27858
Phone252-262-7301
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo