Crossgate Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Crossgate Wealth Advisors reports 183 clients. They include 113 individual clients and 70 high-net-worth individuals. Of its assets, 99.1% ($269M across 752 accounts) are managed with discretion; $2.44M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 13% |
| High-net-worth individuals | 38% | 87% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 113 | $36M | 13.3% | $319K |
| High-net-worth individuals | 70 | $236M | 86.6% | $3.37M |
| Charitable organizations | Fewer than 5 | $295K | 0.1% | — |
| Total | 183 | $272M | 100% | — |
- Clients
- 113
- Regulatory AUM
- $36M
- AUM share
- 13.3%
- Avg. per client
- $319K
- Clients
- 70
- Regulatory AUM
- $236M
- AUM share
- 86.6%
- Avg. per client
- $3.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $295K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 183
- Regulatory AUM
- $272M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Crossgate Wealth Advisors charges 0.20%–1.00% a year for its Investment Advisory Services. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning
- Financial planning is billed at $250 an hour; a typical plan costs $2,500 to $5,000, and additional services are also $250 an hour.
John Rea owns 25% to 50% of Crossgate Wealth Advisors. The leadership team of Crossgate Wealth Advisors includes President Barbara Rea and Chief Compliance Officer John Rea. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 25% to 50% of Crossgate Wealth Advisors, LLC
John Rea
Control person · since August 2005
- Owns 25% to 50% of Crossgate Wealth Advisors, LLC
Barbara Rea
Control person · since August 2016
- Owns 25% to 50% of Crossgate Wealth Advisors, LLC
Nickolaus Von Dohlen
Control person · since February 2020
Crossgate Wealth Advisors’ regulatory assets grew from $188M (March 2021) to $272M (March 2026); clients rose from 140 to 183 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $272M | 183 | 6 | 1 |
| Feb 2025February 2025 | $236M | 177 | 6 | 1 |
| Jul 2024July 2024 | $209M | 182 | 3 | 1 |
| Apr 2023April 2023 | $186M | 173 | 6 | 1 |
| Jul 2022July 2022 | $216M | 163 | 5 | 1 |
| Mar 2021March 2021 | $188M | 140 | 4 | 1 |
Besides its headquarters, Crossgate Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 125 Pheasant Run, Suite 100, NewtownHQ
Contact and registration details
- Legal name
- Crossgate Wealth Advisors, LLC
- Headquarters
- 125 Pheasant Run, Suite 100, Newtown, PA 18940
- Website
- Not reported
- Phone
- 215-860-2234
- @crossgate-wealth-advisors-llc
- SEC file
- 801-80475
- Founded
- 2001
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Crossgate Wealth Advisors’ named custodian for separately managed accounts is Fidelity ($235M). Crossgate Wealth Advisors has custody of $20.9M for 37 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $235M100%
At year end, Crossgate Wealth Advisors’ separately managed accounts were mostly in funds (96%).
What the accounts hold
- Stocks2%
- Funds96%
- Cash2%
How many clients does Crossgate Wealth Advisors have?
Crossgate Wealth Advisors has 183 clients and manages $272 million for them, as of March 2026. They include 113 individual clients and 70 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Crossgate Wealth Advisors offer?
Crossgate Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Crossgate Wealth Advisors charge?
Crossgate Wealth Advisors charges 0.20%–1.00% a year for its Investment Advisory Services. The fee is negotiable.
Which custodians does Crossgate Wealth Advisors use?
Crossgate Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $235M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Crossgate Wealth Advisors have?
Crossgate Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Crossgate Wealth Advisors invest in?
At the end of its last fiscal year, Crossgate Wealth Advisors’ separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Crossgate Wealth Advisors?
Crossgate Wealth Advisors’ direct owners are John Rea, Barbara Rea and Nickolaus Von Dohlen, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Crossgate Wealth Advisors get paid?
Crossgate Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Crossgate Wealth Advisors?
Crossgate Wealth Advisors’ main office is at 125 Pheasant Run, Suite 100, Newtown, PA 18940. Its phone number is 215-860-2234.