$222.8M Total AUM
$222.8M Disc. AUM
-- 3Y CAGR
3 Employees
155 ADV. Clients
1 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 03-01-2025
- Office Locations
- 1
Office Locations
905 A Conference Drive Greenville NC
About Crossgen Wealth LLC
CrossGen Wealth is an SEC-registered RIA in Greenville, NC providing personalized wealth management for individuals and families—retirees, business owners, women investors, and structured-settlement recipients. Services include investment management, comprehensive financial planning, business exit planning, and estate/legacy planning, with ongoing review as goals evolve. Client access is available via the Raymond James portal.
Team overview
43 AVG AGE
$74.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Wave north Zenith radial Eagle capital
Client Personas
Vector Unison Horizon
Custodian
Peak Wave optima Delta atlas Ember
Investment Themes
Timber frontier Pathway Vertex
Investment Vehicles
Harbor Vital optima
Platform
Oak
Services
Capital oak Signal unison Legacy Oak ember Eagle horizon Value Meridian Wave legacy Insight Ridge
Technology
Signal crest
Owner & Executives
William F Litchfield Jr.
PRINCIPAL
- CRD
- #4639672
- Ownership
- 75% or more
(566) 462-6650
capital.meridian@catalystcapital.com
in linkedin.com/in/bridge-north
A
Ashley Stockdale
Chief Compliance Officer
- CRD
- #6897081
- Ownership
- Less than 5%
(324) 221-2166
vector.eagle@catalystcapital.com
in linkedin.com/in/ridge-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
G
Grant Henderson Humphreys
--
- CRD
- #7756865
(744) 236-7824
frontier.fusion@signalcapital.com
in linkedin.com/in/pathway-prime
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,779,471 | $518,092 |
| Non-Discretionary | $0 | -- |
| Total | $222,779,471 | $518,092 |
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Separately Managed Accounts
Total SMA Asset: $222,779,471
Equity - Exchange:
7.3% Cash:
11.6% Municipal Bonds:
15.8% Public Funds:
12.8% Corporate - Investment Grade:
24.1% U.S. Government/Agency:
4.5% Corporate - Non-Investment Grade:
6.7% Other:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $328,153,531 | 7.3% |
| Cash | $521,449,446 | 11.6% |
| Municipal Bonds | $710,250,108 | 15.8% |
| Public Funds | $575,392,493 | 12.8% |
| Corporate - Investment Grade | $1,083,356,177 | 24.1% |
| U.S. Government/Agency | $202,286,423 | 4.5% |
| Corporate - Non-Investment Grade | $301,182,008 | 6.7% |
| Other | $773,183,662 | 17.2% |
| Total | $4,495,253,848 | 100.0% |