Financial ServicesFinancial Advisor TrainingActiveVerified

Crossroads Wealth Solutions

CROSSROADS WEALTH SOLUTIONS LLC, Registered Agent

Crossroads Wealth Solutions LLC likely operates as Crossroads Wealth Partners, a collaborative marketing organization providing training and support for financial advisors and insurance agents. The website emphasizes advisor lead generation and community. The LLC filing lists a Jericho, NY address, but the website contact phone has a Utah area code.

Filed February 5, 2025 · Jericho, NY · Nassau County

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Source

New York Department of State, Division of Corporations · Entity 7527939 · Retrieved May 18, 2026

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About Crossroads Wealth Solutions

CROSSROADS WEALTH SOLUTIONS LLC filed in New York on February 5, 2025, as a financial advisor training company based in Jericho. The company listed itself as its own registered agent. Its domain was registered on May 8, 2021, nearly four years before the filing, through Name. The website is unreachable. We estimate revenue between $100,000 and $1 million and 1 to 5 employees. No annual report or EIN on file yet.

  • Domain registered nearly four years before the company filed, indicating a pre-existing online presence.
  • Website is unreachable, which may indicate it is under construction or inactive.
  • We estimate revenue of $100K-$1M and 1-5 employees, suggesting a small but potentially profitable firm.
  • No annual report or EIN on file yet, typical for a newly formed entity.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.

One of 33 new businesses registered in Jericho in February 2025, and the only financial services business registered there that month.

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Filing Details

Entity NameCROSSROADS WEALTH SOLUTIONS LLC
Entity TypeLLC
Entity Number7527939
Filing DateFebruary 5, 2025
Principal AddressLocked
City / State / ZipJericho, NY 117535039
CountyNassau
TimezoneEastern (ET)
EIN on FileNo
Registered AgentCROSSROADS WEALTH SOLUTIONS LLC
Agent AddressLocked
WebsiteYes · domain registered 1369 days before filing · registrar Name
Website BuildUnreachable
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadMay 18, 2026 (467 days after filing)

Verified Business Profile

SubcategoryFinancial Advisor Training

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Crossroads Wealth Solutions registered?

Crossroads Wealth Solutions was registered as LLC on February 5, 2025 in New York.

Where is Crossroads Wealth Solutions located?

Crossroads Wealth Solutions is based in Jericho, NY, 117535039, in Nassau County.

What type of business is Crossroads Wealth Solutions?

Crossroads Wealth Solutions is classified as a financial services business (financial advisor training).

Does Crossroads Wealth Solutions have an EIN on file?

No EIN was found on file for Crossroads Wealth Solutions at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

InsuranceWeb DesignerAccounting
Registered in the last 30 days

4 companies similar to Crossroads Wealth Solutions registered in Nassau County in the last 30 days

Akaal AdvisoryHicksville · Oct 5, 2026
Rock Capital GroupGarden City · Sep 17, 2026
Keyhole ConnectJericho · Sep 16, 2026
Forge CapitalFloral Park · Sep 11, 2026
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