Crossgen Wealth LLC

RIASEC RegisteredEst. 2025

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 registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional accounts, and its owner structure is identified as an individual. Crossgen acts as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, third‑party manager selection, and educational workshops. Its fee model includes percentage‑of‑AUM arrangements alongside hourly and fixed fees. The firm is not an active ESG investor and is not designated as a multi‑state adviser in its filing. Crossgen maintains two office locations.