Crossgate Wealth Advisors, LLC is a registered investment advisor regulated by the SEC. We provide investment advisory and comprehensive financial planning advice on a fee-only basis. Current assets under management is approximately $200 million for 175 clients. Our philosophy is to approach financial planning holistically, helping our clients make better decisions, reduce stress and ultimately meet their goals.
View Top Employees from Crossgate Wealth Advisors, LLC| Website | http://crossadvisors.com |
| Revenue | $654000 |
| Employees | 4 (4 on RocketReach) |
| Founded | 2001 |
| Address | 605 Floral Vale Boulevard, Yardley, Pennsylvania 19067, US |
| Technologies |
JavaScript,
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| Industry | Investment Management, Finance General, Finance |
| Competitors | Calvert Wealth Management, Inc., Dabareiner Wealth Management LLC, Marciano Wealth Advisors, Vision Financial Group, Inc. |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Crossgate Wealth Advisors, LLC Questions
The Crossgate Wealth Advisors, LLC annual revenue was $654000 in 2024.
John Rea is the President of Crossgate Wealth Advisors, LLC.
4 people are employed at Crossgate Wealth Advisors, LLC.
Crossgate Wealth Advisors, LLC is based in Yardley, Pennsylvania.
The NAICS codes for Crossgate Wealth Advisors, LLC are [523, 52393, 5239, 52].
The SIC codes for Crossgate Wealth Advisors, LLC are [628, 62].
Top Crossgate Wealth Advisors, LLC Employees
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Nick von Dohlen
Wealth Advisor and Partner at Crossgate Wealth Advisors, LLC
Philadelphia, PA, US21 -
2
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