Crossgate Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown, PA. Its latest Form ADV filing, dated March 11, 2026, reports $272M in regulatory assets under management, 6 employees, and 758 accounts.
Assets Under Management
$272M
Employees
6
Offices
--
Total Clients
183
Primary office
NEWTOWN, PA
125 PHEASANT RUN, SUITE 100, NEWTOWN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
113
2
HNWI
38.3%
70
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of March 11, 2026
Discretionary99.1%
$269M
99% of total RAUM99.1%
Non-discretionary0.9%
$2M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$272M
Total Accounts758
10Y AUM Change+$146M (+116.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.