# Crossgate Wealth Advisors

Crossgate Wealth Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/crossgate-wealth-advisors-llc

## Regulatory record

- **CRD number:** 121856
- **SEC file number:** 801-80475
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-11T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121856

## About

Building your financial life on a firm foundation. | Crossgate Wealth Advisors, LLC is a registered investment advisor regulated by the SEC. We provide investment advisory and comprehensive financial planning advice on a fee-only basis. Current assets under management is approximately $235 million for 185 clients.

## Questions

### How does Crossgate approach tax-aware portfolio management?

The firm emphasizes after-tax total return as the primary performance metric rather than pre-tax benchmark comparison. This translates to deliberate asset-location strategies — placing tax-inefficient assets in qualified retirement accounts while holding tax-efficient instruments in taxable accounts. Municipal bond exposure, systematic tax-loss harvesting throughout the calendar year, and careful realization of capital gains are core operational practices rather than periodic planning exercises.

### Does Crossgate manage proprietary direct investment funds?

Crossgate does not appear to manufacture or distribute proprietary investment products. The firm's model relies on open-architecture manager selection, evaluating third-party fund managers across public and private markets. This separation of advisory function from product creation eliminates the incentive to fill client portfolios with in-house strategies and allows Crossgate to terminate underperforming managers without internal political friction.

## Related profiles

- [Cross Country Healthcare](https://altss.com/profile/cross-country-healthcare)

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Last updated: 2026-07-06T01:24:14.882Z

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