← Directory
CROSSGATE WEALTH ADVISORS, LLC
CRD 121856File 801-80475
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$271.9M
Below cohort median (national)
Discretionary AUM
$269.4M
Non-discretionary $2.4M
Clients
183
758 accounts
Employees
6
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 27, 2014
- Principal office
- 125 PHEASANT RUN, SUITE 100, NEWTOWN, PA, 18940
- Phone
- (215) 860-2234
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $271.9M
- Discretionary AUM
- $269.4M
- Non-discretionary AUM
- $2.4M
- Discretionary accounts
- 752
- Non-discretionary accounts
- 6
- Total accounts
- 758
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $295K |
| High net worth individuals | 70 | $235.6M |
| Individuals (other than high net worth individuals) | 113 | $36.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.