CROSSGEN WEALTH LLC

CROSSGEN WEALTH LLC of GREENVILLE, NC is an SEC-registered investment adviser (CRD 336270). Regulatory assets under management: $222.8M.

Registration

• CRD: 336270
• SEC file number: 801-133964
• Type: Registered investment adviser
• Location: 905 A CONFERENCE DRIVE, GREENVILLE, NC, 27858
• Phone: 252-262-7301
• Latest filing: 2026-03-26
• Regulatory AUM: $222.8M
• Discretionary AUM: $222.8M
• Clients: 3
• Accounts: 430

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336270 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search