SourcingSourcing

CROSSGEN WEALTH LLC

B54
CRD 336270·SEC 801-133964·GREENVILLE, NC
AUM
$222.8M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$668K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CROSSGEN WEALTH LLC
CRD
336270
SEC file #
801-133964
EIN
000000000
DBA names
—

Economics

AUM
$222.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$212.2M → $222.8M▲ +5%
Client mix
Individuals Other116
Individuals High Net Worth20
Corporations11
Pension Profit Sharing Plans2
Insurance Companies1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
GREENVILLE NC
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
crossgenwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Litchfield, William, F
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Litchfield, William, F
Stockdale, Ashley
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CROSSGENWEALTH.COM
Rdap Domain Creation Date
2025-03-05T03:49:54Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002112179
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-19
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002112179-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2311
Soi Zip Pct 200k Plus
0.0707
Soi Zip Returns 200k Plus
1,610
Soi Zip Total AGI
1,924,140
Fdic Zip Total Deposits
32,830,734,000
Fdic Zip Branch Count
467
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Branch Banking and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James6
Shareholders Service Group6
E*trade4
Edgar Addresses
Mailing
905A CONFERENCE DRIVEGREENVILLE, NC 27858
Business
905A CONFERENCE DRIVEGREENVILLE, NC 27858
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-22 · 0002112179-26-000002
13F-HR2026-02-19 · 0002112179-26-000001
Fdic Zip Branches Raw
United Carolina BankGreenville, NC
Triangle East BankGreenville, NC
Fdic Zip HHI
891.62
Fdic Zip Top Bank Share Pct
15.84
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-03-05T03:49:54Z
Rdap Domain Last Changed
2025-07-11T19:30:22Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI92,602
Returns7,130
Stub 2
AGI200,483
Returns5,530
Stub 3
AGI179,982
Returns2,940
Soi Zip Total Business Income
58,574
Soi Zip Total Cap Gains
102,120
Soi Zip Total Dividends
48,187
Soi Zip Total Returns
22,760
Top Owner CRD
4639672
Trust Company Affiliate
No

People (3)

3
Litchfield, William, F
IAR · Direct Owner · 87.5%
4639672
Ashley Stockdale
Executive Officer · 2.5%
6897081
Grant Henderson Humphreys
IAR
7756865