# Crossgate Wealth Advisors, LLC

> Crossgate Wealth Advisors, LLC is an SEC-registered investment advisory firm in Newtown, PA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 121856
- Filed as: CROSSGATE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121856
- AdvisorCensus page: https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856

## Quick answers

**How is Crossgate Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crossgate Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Crossgate Wealth Advisors, LLC located?**
Crossgate Wealth Advisors, LLC's principal office is in Newtown, PA, according to its Form ADV.

**Is Crossgate Wealth Advisors, LLC registered with the SEC or a state?**
Crossgate Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 121856.

**How much does Crossgate Wealth Advisors, LLC manage?**
Crossgate Wealth Advisors, LLC reports $271,873,742 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (99% discretionary).

**How have Crossgate Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Crossgate Wealth Advisors, LLC: Regulatory assets under management: $188,383,635 in the October 2021 data and $271,873,742 in the October 2026 data, up 44%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crossgate Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (70).

**Which custodians does Crossgate Wealth Advisors, LLC use?**
Crossgate Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Crossgate Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121856

**Does Crossgate Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "We generally do not have a minimum relationship size or minimum fee requirement for new Clients."

**What changed in Crossgate Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $236,163,322 to $271,873,742 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: None

> We generally do not have a minimum relationship size or minimum fee requirement for new Clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $271,873,742
- Discretionary: $269,436,540
- Non-discretionary: $2,437,202

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $36,025,960 |
| High net worth individuals | 70 | $235,552,554 |
| Charitable organizations | Fewer than 5 | $295,228 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (11 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, MA, NC, NE, NH, NJ, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crossadvisors.com
- LinkedIn @crossgate-wealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $188,383,635 | 4 | August 4, 2021 |
| October 2022 | $216,232,993 | 5 | July 13, 2022 |
| October 2023 | $186,058,849 | 6 | April 26, 2023 |
| October 2024 | $209,020,527 | 3 | July 29, 2024 |
| October 2025 | $236,163,322 | 6 | February 18, 2025 |
| October 2026 | $271,873,742 | 6 | March 11, 2026 |

Regulatory assets under management: $188,383,635 in the October 2021 data and $271,873,742 in the October 2026 data, up 44%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $236,163,322 to $271,873,742 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossgate Wealth Advisors, LLC (CRD 121856): Form ADV filing data as of October 2026.