Crossgen Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$212,239,139
Total clients
114
31% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
38
Average account size
$1,861,747
About
CrossGen Wealth, LLC provides discretionary portfolio management, comprehensive financial planning, selection of other advisors, and pension consulting, and offers access to wrap/managed programs through Raymond James. The firm serves individuals (including high‑net‑worth clients), trusts and estates, corporations, foundations, non‑profits, and retirement plans.
CGW generally implements long‑term strategic asset allocation informed by both fundamental and technical analysis, and it may utilize third‑party managers or model portfolios available through AMS/Raymond James. The firm conducts ongoing monitoring and rebalancing, while allowing for shorter‑term trading when needed for tactical adjustments or cash requirements.
Founded in 2025, the firm reports roughly $212 million in discretionary assets managed by a small advisory team, an asset‑size‑to‑advisor ratio that is atypical among peers. The brochure highlights retirement‑plan participant education and seminar/workshop offerings — a relatively uncommon formal client education service for similar firms — and notes that some advisory personnel are also licensed to sell insurance and may receive commission compensation.
Client services
Fee options
Fixed fees for financial planning services, generally up to $1,500.
$0+: Negotiated, generally up to a maximum of 2% annually $0+: 0.75% - 2% annually for AMS Managed Programs (wrap fee program)
Certain advisory persons may earn commissions for insurance products sold separately from advisory fees.
Hourly fees may be charged on top of fixed financial planning fees depending on complexity.
Account minimum: $500,000 Minimum fee: Minimum flat fee may be imposed when agreed upon, not to exceed 2% maximum fee. Fee-only: Fixed fees for financial planning generally up to $1,500; may charge hourly fees in addition depending on complexity.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Crossgen Wealth LLC
905 A Conference Drive
Greenville NC 27858, United States
Number of offices
1
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