# CrossGen Wealth LLC

CrossGen Wealth LLC is a Multi Family Office based in Greenville, NC.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Greenville, NC
- **Assets under management:** Undisclosed
- **Website:** crossgenwealth.com
- **LinkedIn:** https://www.linkedin.com/company/will-litchfield-28082220

## Regulatory record

- **CRD number:** 336270
- **SEC file number:** 801-133964
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336270

## About

CROSSGEN WEALTH LLC is an SEC-registered investment adviser in GREENVILLE, NC, registered since 2025. The firm manages approximately $223 million in assets. It has 3 employees and 3 investment advisers.

## Questions

### Does CrossGen Wealth LLC make direct investments or commit to external funds?

No public information confirms the firm's investment approach — whether it deploys capital through direct co-investments, fund commitments, or a hybrid model. Without a track record of publicly known deals or fund affiliations, the firm's portfolio construction strategy is unknown.

### Where is CrossGen Wealth LLC headquartered?

The firm's headquarters city and country are not available in public records. Family offices are often registered in states with favorable tax or privacy laws, but no specific location has been confirmed for this entity.

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Last updated: 2026-07-09T01:07:37.341Z

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