CROSSGATE WEALTH ADVISORS, LLC
CRD #121856 SEC #801-80475 NEWTOWN, PA (215) 860-2234
SEC Registered
Total AUM
$236.2M
Discretionary
$233.9M
Employees
6
Clients
101
Accounts
179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $236.2M | $233.9M | $2.3M | 6 | 0 |
| Feb 2025 | $236.2M | $233.9M | $2.3M | 6 | 0 |
| Jul 2024 | $209M | $207M | $2M | 3 | 0 |
| May 2024 | $209M | $207M | $2M | 3 | 0 |
| Mar 2024 | $209M | $207M | $2M | 3 | 0 |
| Apr 2023 | $186.1M | $184.4M | $1.7M | 6 | 0 |
| Feb 2023 | $186.1M | $184.4M | $1.7M | 6 | 0 |
| Feb 2023 | $216.2M | $214.4M | $1.9M | 5 | 0 |
| Jul 2022 | $216.2M | $214.4M | $1.9M | 5 | 0 |
| Mar 2022 | $216.2M | $214.4M | $1.9M | 5 | 0 |
| Feb 2022 | $216.2M | $214.4M | $1.9M | 5 | 0 |
| Oct 2021 | $188.4M | $186.8M | $1.6M | 4 | 0 |
| Aug 2021 | $188.4M | $186.8M | $1.6M | 4 | 0 |
| Mar 2021 | $188.4M | $186.8M | $1.6M | 4 | 0 |
| Sep 2020 | $161.3M | $159.8M | $1.5M | 4 | 0 |
| Jun 2020 | $161.3M | $159.8M | $1.5M | 4 | 0 |
| Mar 2020 | $161.3M | $159.8M | $1.5M | 4 | 0 |
| Dec 2019 | $141.4M | $140.2M | $1.2M | 4 | 0 |
| Oct 2019 | $141.4M | $140.2M | $1.2M | 4 | 0 |
| Mar 2019 | $141.4M | $140.2M | $1.2M | 4 | 0 |
| Jun 2018 | $142.2M | $0 | $142.2M | 4 | 0 |
| Apr 2018 | $142.2M | $0 | $142.2M | 4 | 0 |
| Mar 2018 | $142.2M | $0 | $142.2M | 4 | 0 |
| May 2017 | $125.7M | $0 | $125.7M | 5 | 100 |
| Mar 2017 | $125.7M | $0 | $125.7M | 5 | 100 |
| Oct 2016 | $110.8M | $0 | $110.8M | 3 | 100 |
| May 2016 | $110.8M | $0 | $110.8M | 3 | 100 |
| Mar 2016 | $110.8M | $0 | $110.8M | 3 | 100 |
| Mar 2015 | $109.4M | $0 | $109.4M | 3 | 100 |
| Oct 2014 | $103.5M | $0 | $103.5M | 3 | 26 |
| Jun 2012 | $56.1M | $0 | $56.1M | 1 | 26 |
| May 2012 | $56.1M | $0 | $56.1M | 1 | 26 |
| Feb 2012 | $56.1M | $0 | $56.1M | 1 | 26 |
| Mar 2011 | $48.7M | $0 | $48.7M | 5 | -- |
| Mar 2008 | $44M | $0 | $44M | 5 | -- |
| Aug 2007 | $44.1M | $0 | $44.1M | 5 | -- |
| Feb 2007 | $36.7M | $0 | $36.7M | 5 | -- |
DateFeb 2025
Total AUM$236.2M
Discretionary$233.9M
Non-Disc.$2.3M
Employees6
Clients0
DateFeb 2025
Total AUM$236.2M
Discretionary$233.9M
Non-Disc.$2.3M
Employees6
Clients0
DateJul 2024
Total AUM$209M
Discretionary$207M
Non-Disc.$2M
Employees3
Clients0
DateMay 2024
Total AUM$209M
Discretionary$207M
Non-Disc.$2M
Employees3
Clients0
DateMar 2024
Total AUM$209M
Discretionary$207M
Non-Disc.$2M
Employees3
Clients0
DateApr 2023
Total AUM$186.1M
Discretionary$184.4M
Non-Disc.$1.7M
Employees6
Clients0
DateFeb 2023
Total AUM$186.1M
Discretionary$184.4M
Non-Disc.$1.7M
Employees6
Clients0
DateFeb 2023
Total AUM$216.2M
Discretionary$214.4M
Non-Disc.$1.9M
Employees5
Clients0
DateJul 2022
Total AUM$216.2M
Discretionary$214.4M
Non-Disc.$1.9M
Employees5
Clients0
DateMar 2022
Total AUM$216.2M
Discretionary$214.4M
Non-Disc.$1.9M
Employees5
Clients0
DateFeb 2022
Total AUM$216.2M
Discretionary$214.4M
Non-Disc.$1.9M
Employees5
Clients0
DateOct 2021
Total AUM$188.4M
Discretionary$186.8M
Non-Disc.$1.6M
Employees4
Clients0
DateAug 2021
Total AUM$188.4M
Discretionary$186.8M
Non-Disc.$1.6M
Employees4
Clients0
DateMar 2021
Total AUM$188.4M
Discretionary$186.8M
Non-Disc.$1.6M
Employees4
Clients0
DateSep 2020
Total AUM$161.3M
Discretionary$159.8M
Non-Disc.$1.5M
Employees4
Clients0
DateJun 2020
Total AUM$161.3M
Discretionary$159.8M
Non-Disc.$1.5M
Employees4
Clients0
DateMar 2020
Total AUM$161.3M
Discretionary$159.8M
Non-Disc.$1.5M
Employees4
Clients0
DateDec 2019
Total AUM$141.4M
Discretionary$140.2M
Non-Disc.$1.2M
Employees4
Clients0
DateOct 2019
Total AUM$141.4M
Discretionary$140.2M
Non-Disc.$1.2M
Employees4
Clients0
DateMar 2019
Total AUM$141.4M
Discretionary$140.2M
Non-Disc.$1.2M
Employees4
Clients0
DateJun 2018
Total AUM$142.2M
Discretionary$0
Non-Disc.$142.2M
Employees4
Clients0
DateApr 2018
Total AUM$142.2M
Discretionary$0
Non-Disc.$142.2M
Employees4
Clients0
DateMar 2018
Total AUM$142.2M
Discretionary$0
Non-Disc.$142.2M
Employees4
Clients0
DateMay 2017
Total AUM$125.7M
Discretionary$0
Non-Disc.$125.7M
Employees5
Clients100
DateMar 2017
Total AUM$125.7M
Discretionary$0
Non-Disc.$125.7M
Employees5
Clients100
DateOct 2016
Total AUM$110.8M
Discretionary$0
Non-Disc.$110.8M
Employees3
Clients100
DateMay 2016
Total AUM$110.8M
Discretionary$0
Non-Disc.$110.8M
Employees3
Clients100
DateMar 2016
Total AUM$110.8M
Discretionary$0
Non-Disc.$110.8M
Employees3
Clients100
DateMar 2015
Total AUM$109.4M
Discretionary$0
Non-Disc.$109.4M
Employees3
Clients100
DateOct 2014
Total AUM$103.5M
Discretionary$0
Non-Disc.$103.5M
Employees3
Clients26
DateJun 2012
Total AUM$56.1M
Discretionary$0
Non-Disc.$56.1M
Employees1
Clients26
DateMay 2012
Total AUM$56.1M
Discretionary$0
Non-Disc.$56.1M
Employees1
Clients26
DateFeb 2012
Total AUM$56.1M
Discretionary$0
Non-Disc.$56.1M
Employees1
Clients26
DateMar 2011
Total AUM$48.7M
Discretionary$0
Non-Disc.$48.7M
Employees5
Clients--
DateMar 2008
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateAug 2007
Total AUM$44.1M
Discretionary$0
Non-Disc.$44.1M
Employees5
Clients--
DateFeb 2007
Total AUM$36.7M
Discretionary$0
Non-Disc.$36.7M
Employees5
Clients--