CROSSGATE WEALTH ADVISORS, LLC of NEWTOWN, PA is an SEC-registered investment adviser (CRD 121856). Regulatory assets under management: $271.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |