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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REA, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | D | Control |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | D | Control |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | D | Control |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | D | Control |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | D | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| REA, JOHN, DAVID | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| Rea, Barbara | I | MINORITY OWNER, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MINORITY OWNER, SECRETARY AND TREASURER | C | |
| Rea, Barbara | I | MEMBER, MINORITY OWNER, SECRETARY AND TREASURER | C | |
| Rea, Barbara | I | MEMBER, MINORITY OWNER, SECRETARY AND TREASURER | C | |
| Rea, Barbara | I | MEMBER, MINORITY OWNER, SECRETARY AND TREASURER | C | |
| Rea, Barbara | I | MEMBER, MINORITY OWNER, SECRETARY AND TREASURER | C | |
| Rea, Barbara | I | MEMBER, MINORITY OWNER, SECRETARY AND TREASURER | C | |
| Rea, Barbara | I | MEMBER, MINORITY OWNER, SECRETARY AND TREASURER | C | |
| Rea, Barbara | I | MEMBER, MINORITY OWNER, SECRETARY AND TREASURER | C | |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| Rea, Barbara | I | MEMBER, VICE PRESIDENT, SECRETARY AND TREASURER | C | Control |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | C | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | C | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | C | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | C | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | C | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | C | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | B | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | B | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | B | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | B | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | B | |
| von Dohlen, Nickolaus, Christopher | I | MEMBER | B |
Registrations
Federal
IA
Feb 17, 2025 REGISTERED
Notice Filings (10)
DE FL MA NC NE NH NJ PA TX VA
Address
125 PHEASANT RUNSUITE 100
NEWTOWN, PA 18940
United States
Phone: (215) 860-2234