Crossgen Wealth LLC

RIASEC Registered

Total AUM

$223M

Discretionary

$223M

100% of AUM

Avg account

$518K

Accounts

430

Employees

Advisory reps

Firm details

Headquarters: Greenville, North Carolina
CRD number: 336270
Registered since: July 25, 2025
Website: www.crossgenwealth.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI42.89%
Individuals26.78%
Corporations / Businesses22.71%
Insurance Companies7.21%
Pension & Profit Sharing Plans0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Crossgen Wealth LLC is an independent, individual-owned RIA organized as an LLC and SEC-registered in 2025. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that can place client capital with third-party managers. Its advisory offering includes financial planning, portfolio management for individuals/small businesses and for businesses/institutions, selection of other advisers, pension consulting services, and educational seminars/workshops. Crossgen charges a mix of percentage-of-AUM, hourly, and fixed fees. The firm does not identify as an active ESG investor.