CROSSGATE WEALTH ADVISORS, LLC
  • CROSSGATE WEALTH ADVISORS, LLC
  • CORNERSTONE FINANCIAL CONSULTING
  • REA, JOHN DAVID
  • CROSSGATE WEALTH ADVISORS

Adviser Profile

As of Date 03/11/2026
Registration SEC, Approved, 10/27/2014
Other registrations (3)
ADV Location NEWTOWN, PA, United States
Contact Info (21 xxxxxxx
Websites
AUM* 271,873,742 15%
of that, discretionary 269,436,540 15%
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 358,672 -73%
% High Net Worth 38.04% 7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

269M 231M 192M 154M 115M 77M 38M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name HILL, BARTH & KING, LLC Filing Date08/19/2025 Form ADV-E View Report
Accounting Firm Name HBK CPAS AND CONSULTANTS Filing Date09/05/2024 Form ADV-E View Report
Accounting Firm Name HBK CPAS AND CONSULTANTS Filing Date01/10/2024 Form ADV-E View Report

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser THE ESTATE PLANNERS GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM422.1m #Funds-
Adviser DUMONT & BLAKE INVESTMENT ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM562.3m #Funds-
Adviser MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM776.0m #Funds-
Adviser GUNN & COMPANY INVESTMENT MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM213.5m #Funds-
Adviser DELOS PRIVATE CLIENT GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM185.6m #Funds-
Adviser OTTO & ASSOCIATES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM286.6m #Funds-
Adviser CAPITAL PLANNING, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM617.7m #Funds-
Adviser SENSIBLE MONEY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM742.5m #Funds-
Adviser THE PUTNEY FINANCIAL GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM205.4m #Funds-
Adviser INVESTMENT MANAGEMENT & PLANNING LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM238.8m #Funds-