CROSSGEN WEALTH LLC
CRD #336270 SEC #801-133964 GREENVILLE, NC 252-262-7301
SEC Registered
Total AUM
$212.2M
Discretionary
$212.2M
Employees
3
Clients
101
Accounts
302
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $212.2M | $212.2M | $0 | 3 | 4 |
| Aug 2025 | $0 | $0 | $0 | 2 | 0 |
| Aug 2025 | $0 | $0 | $0 | 2 | 0 |
| Jun 2025 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees3
Clients4
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0