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CROSSGATE WEALTH ADVISORS, LLC

NEWTOWN, PA · CRD 121856 · IAPD ↗ · (215) 860-2234

$271.9MRegulatory AUM
3Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2025 — CROSSGATE WEALTH ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — CROSSGATE WEALTH ADVISORS, LLC moved its main office from YARDLEY, PA to NEWTOWN, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
March 2025 — CROSSGATE WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.