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Chief Compliance Officer · Crossgen Wealth LLC

Ashley Stockdale

CRD 6897081 · Named on Form ADV at one SEC-registered adviser

At a glance

Crossgen Wealth LLC, an SEC-registered wealth manager based in Greenville, NC with $223 million in regulatory assets, lists Ashley Stockdale on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Crossgen Wealth LLCChief Compliance OfficerWealth manager · Greenville, NC · $223M in regulatory assets

AtlasMembers

Ashley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ashley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.