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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 10-20-2004
- Office Locations
- 1
Office Locations
About Crossgate Wealth Advisors, LLC
Crossgate Wealth Advisors is an independent RIA providing objective investment advice and comprehensive financial planning for individuals and entrepreneurs, serving retail and institutional relationships. The firm emphasizes client education and long-term partnership while building portfolios using mutual funds and ETFs, including index and socially responsible approaches. Custody relationships include Fidelity/NFS and Vanguard.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Barbara Rea
Secretary, TREASURER, VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
JOHN DAVID REA
Chief Compliance Officer, Managing Member, President
- CRD
- #1394178
- Ownership
- 25% but less than 50%
Vital meridian
Insight north
- CRD
- #35603
- Ownership
- 30.6%
Showing 2 of 3 owners & executives
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Brandon Tyler Zahal
--
- CRD
- #7755841
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $269,436,540 | $358,293 |
| Non-Discretionary | $2,437,202 | $406,200 |
| Total | $271,873,742 | $358,672 |
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Separately Managed Accounts
Total SMA Asset: $271,873,742
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,501,650,918 | 19.5% |
| Cash | $3,118,813,446 | 40.5% |
| Equity - Exchange | $3,080,309,576 | 40.0% |
| Total | $7,700,773,940 | 100.0% |