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Member · Crossgate Wealth Advisors, LLC

Nickolaus C. von Dohlen

CRD 7006364 · Named on Form ADV at one SEC-registered adviser

At a glance

Crossgate Wealth Advisors, LLC, an SEC-registered wealth manager based in Newtown, PA with $272 million in regulatory assets, lists Nickolaus C. von Dohlen on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Nickolaus’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
Locked
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

  • John D. ReaManaging Member, President and Chief Compliance Officer, Crossgate Wealth Advisors, LLC
  • Barbara ReaMember, Vice President, Secretary and Treasurer, Crossgate Wealth Advisors, LLC

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