# CROSSGATE WEALTH ADVISORS, LLC

CROSSGATE WEALTH ADVISORS, LLC of NEWTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 121856
- Type: SEC-registered investment adviser
- SEC file number: 801-80475
- Location: 125 PHEASANT RUN, SUITE 100, NEWTOWN, PA, 18940
- Phone: (215) 860-2234
- Latest filing: 2026-03-11
- Regulatory AUM: $271.9M
- Discretionary AUM: $269.4M
- Non-discretionary AUM: $2.4M
- Clients: 6
- Accounts: 758

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| BARBARA REA | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | NEWPORT BEACH, CA |
| John David Rea | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Nickolaus Christopher Von Dohlen | MEMBER | — |
| REA JOHN DAVID | CHIEF COMPLIANCE OFFICER; MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| Rea Barbara | MEMBER, MINORITY OWNER, SECRETARY AND TREASURER; MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER; MINORITY OWNER, SECRETARY AND TREASURER | — |
| von Dohlen Nickolaus Christopher | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121856/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121856/similar
- Related entities: https://search.stillhousedata.com/firm/121856/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121856

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.