Crossgen Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenville, NC. Its latest Form ADV filing, dated March 26, 2026, reports $223M in regulatory assets under management, 3 employees, and 430 accounts.
Assets Under Management
$223M
Employees
3
Offices
--
Total Clients
150
Primary office
GREENVILLE, NC
905 A CONFERENCE DRIVE, GREENVILLE, NC, United States
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
116
2
HNWI
13.3%
20
3
Corporations
7.3%
11
4
Pension Plans
1.3%
2
5
Insurance Cos.
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$223Mas of March 26, 2026
Discretionary100.0%
$223M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$223M
Total Accounts430
10Y AUM Change+$223M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee50:1
10Y Employee Change+1 (+50.0%)
* 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.