CROSSGEN WEALTH LLC

Overview

Crossgen Wealth LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm acts as a capital allocator for a mixed client base of individuals, families and institutional clients. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisers and educational seminars — services that suggest a blend of execution-focused portfolio management and outsourced CIO-style oversight for clients who want third‑party manager access. Investment preferences tilt toward equities. Exchange‑traded equities are the single largest asset category on the platform, and the firm is explicit about using separately managed accounts and mutual funds alongside third‑party managers. Crossgen is not an active ESG investor and does not describe itself as a multi‑state adviser. Fee arrangements are flexible: the firm charges percentage‑of‑AUM fees and also offers hourly and fixed‑fee engagements, which supports both ongoing asset management relationships and project or planning engagements.

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