# Crossgen Wealth LLC

> Crossgen Wealth LLC is an SEC-registered investment advisory firm in Greenville, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 336270
- Filed as: CROSSGEN WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenville, NC
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336270
- AdvisorCensus page: https://advisorcensus.com/firm/crossgen-wealth-llc-greenville-nc-336270

## Quick answers

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

**Where is Crossgen Wealth LLC located?**
Crossgen Wealth LLC's principal office is in Greenville, NC, according to its Form ADV.

**Is Crossgen Wealth LLC registered with the SEC or a state?**
Crossgen Wealth LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336270.

**How much does Crossgen Wealth LLC manage?**
Crossgen Wealth LLC reports $222,779,471 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Crossgen Wealth LLC's assets and staff changed since 2025?**
In the Form ADV data for Crossgen Wealth LLC: Regulatory assets under management: $0 in the October 2025 data and $222,779,471 in the October 2026 data. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crossgen Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (20); corporations or other businesses not listed above (11).

**Which custodians does Crossgen Wealth LLC use?**
Crossgen Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Crossgen Wealth 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/336270

**Does Crossgen Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "In general, CGW does require a minimum account size of $500,000. At our discretion, we reserve the right to waive this minimum account size."

**What changed in Crossgen Wealth LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in VA.

## 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 26, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> In general, CGW does require a minimum account size of $500,000. At our discretion, we reserve the right to waive this minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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: $222,779,471
- Discretionary: $222,779,471
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 116 | $59,658,880 |
| High net worth individuals | 20 | $95,558,285 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $924,200 |
| Insurance companies | 1 | $16,055,669 |
| Corporations or other businesses not listed above | 11 | $50,582,437 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crossgenwealth.com
- Facebook @crossgen_wealth
- Instagram @crossgen_wealth
- LinkedIn @will-litchfield-28082220

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | June 25, 2025 |
| October 2026 | $222,779,471 | 3 | October 1, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $222,779,471 in the October 2026 data.
Total employees: 2 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in VA.

### December 2025
- Regulatory assets under management went from $0 to $212,239,139.
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossgen Wealth LLC (CRD 336270): Form ADV filing data as of October 2026.