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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 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 |
|---|---|---|---|---|
| Stockdale, Ashley | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Stockdale, Ashley | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Stockdale, Ashley | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Stockdale, Ashley | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Litchfield, William, F | I | PRINCIPAL | E | Control |
| Litchfield, William, F | I | PRINCIPAL | E | Control |
| Litchfield, William, F | I | PRINCIPAL | E | Control |
| Litchfield, William, F | I | PRINCIPAL | E | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (4)
NC SC TX VA
Address
905 A CONFERENCE DRIVEGREENVILLE, NC 27858
United States
Phone: 252-262-7301