CROSSGEN WEALTH LLC

CRD 336270File 801-133964

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$222.8M

Below cohort median (national)

Discretionary AUM

$222.8M

Clients

150

430 accounts

Employees

Below cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 25, 2025
Principal office: 905 A CONFERENCE DRIVE, GREENVILLE, NC, 27858
Phone: 252-262-7301
Website: https://www.CROSSGENWEALTH.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $222.8M
Discretionary AUM: $222.8M
Non-discretionary AUM: $0
Discretionary accounts: 430
Non-discretionary accounts: 0
Total accounts: 430
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$50.6M
Insurance companies	1	$16.1M
High net worth individuals	20	$95.6M
Pension and profit sharing plans	2	$924K
Individuals (other than high net worth individuals)	116	$59.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.