Crossgen Wealth LLC

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Client assets under management

$155,217,165

Clients

136

15% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,141,303

About

CrossGen Wealth LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, corporations, foundations, and non‑profits. The firm’s disclosed services include ongoing discretionary portfolio management, comprehensive and single‑topic financial planning, retirement plan consulting, selection and monitoring of third‑party managers, donor‑advised fund services, and access to estate‑planning document tools.

The firm typically implements discretionary portfolios using a combination of fundamental and technical analysis with a generally long‑term strategic allocation while permitting shorter‑term trading for rebalancing or cash needs. CrossGen also uses AMS/Raymond James managed and wrap programs as sub‑advised solutions, delivers written plans via financial planning software, and provides participant education services for employer‑sponsored plans.

Compared with many supported peers, CrossGen manages over $222 million in discretionary assets while operating with a two‑advisor team and having been formed in 2025. The firm’s use of the Wealth.com estate‑planning platform, its provision of education/seminar‑style services for plan participants, and the fact that a principal is licensed to sell insurance (creating potential commission conflicts) are specific features that distinguish its service mix.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Life insurance needs analysis Disability insurance Long-term care insurance

Fee options

Fixed

Fixed fees for financial planning services generally up to $1500; fees for estate planning platform access typically up to $1500

Commissions

Commission-based compensation earned by advisory persons licensed as independent insurance agents from insurance product sales

Project-based

Hourly fees may be charged in addition to financial planning fixed fees depending on plan complexity

Other

Account minimum: $500,000 Minimum fee: Minimum flat fee may be imposed but will not exceed 2% maximum fee

Main office location

Crossgen Wealth LLC

905 A Conference Drive

Greenville NC 27858, United States

Number of offices

Most active in

North Carolina · South Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Instagram Website 252-262-7301

Advisors at this firm

Grant H

Series 63, Series 65

Greenville, NC

Crossgen Wealth LLC

Grant Humphreys is a financial advisor at Crossgen Wealth LLC in Greenville, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Crossgen Wealth in 2025, he worked at First Citizens Investor Services and held various roles in other industries. Crossgen Wealth LLC provides discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, trusts, corporations, foundations, and retirement plans. The firm employs a long-term strategic asset allocation approach combined with fundamental and technical analysis, and offers client education services such as retirement-plan participant seminars.

Life insurance needs analysis Disability insurance Long-term care insurance

William L

Series 63, Series 66

Greenville, NC

Crossgen Wealth LLC

William Litchfield is a financial advisor at CrossGen Wealth LLC in Greenville, NC, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 15 years. Outside of advising, he is involved in agricultural business as a manager and member of Litchfield Farms LLC. CrossGen Wealth LLC provides discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, trusts, estates, corporations, and non-profits. The firm employs a long-term strategic asset allocation approach supported by fundamental and technical analysis and offers client education services and access to managed programs through Raymond James.

Life insurance needs analysis Disability insurance Long-term care insurance

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