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 $280 million for 180 clients. Our philosophy is to approach financial planning holistically, helping our clients make better decisions, reduce stress and ultimately meet their goals.
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Crossgate Wealth Advisors, LLC Questions
The Crossgate Wealth Advisors, LLC annual revenue was $654000 in 2026.
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, 5239, 52, 52393].
The SIC codes for Crossgate Wealth Advisors, LLC are [62, 628].
Top Crossgate Wealth Advisors, LLC Employees
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John Rea
President at Crossgate Wealth Advisors, LLC
Newtown, PA, US15+ -
Nick von Dohlen
Wealth Advisor and Partner at Crossgate Wealth Advisors, LLC
Philadelphia, PA, US21 -
Brandon Zahal
Wealth Advisor at Crossgate Wealth Advisors, LLC
Philadelphia, PA, US1
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