Crossgate Wealth Advisors, Llc
- Regulatory AUM
- $272M
- Discretionary
- $269M
- Clients
- 183
- Avg AUM / client
- $1.5M
- Accounts
- 758
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 113 | $36.0M | 13.3% |
| High net worth individuals | 70 | $236M | 86.6% |
| Charitable organizations | Fewer than 5 clients | $295K | 0.11% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John David Rea | Managing Member, President And Chief Compliance Officer | CFP | Aug 2005 (21y) | 25% – 50% |
| Rea, Barbara | Member, Vice President, Secretary And Treasurer | Aug 2016 (10y) | 25% – 50% | |
| Nickolaus Christopher Von Dohlen | Member | CFP | Dec 2018 (8y) | 50% – 75% |
| Brandon Tyler Zahal | Registered representative | CFP | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $235M (86% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗