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CROSS BORDER WEALTH, LLC
CRD 288330 · SEC 801-114158
230 PARK AVENUE, 4TH FLOOR WEST, NEW YORK, NY, 10169, United States
Phone
646-688-5333
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.9M
Discretionary AUM
$0
Team
7 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 531 | $221.9M |
States served
AZ, CA, CO, DC, GA, IL, LA, MD, MA, MI, NJ, NY, NC, OH, PA, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
- https://twitter.com/CrossBorderWlth
- https://www.instagram.com/crossborder.wealth/
- https://x.com/crossborderwlth
- https://blog.crossborder-wealth.com/insights
- https://www.facebook.com/profile.php?id=100057197480061
- https://crossborder-wealth.com/
- https://www.linkedin.com/company/cross-border-wealth
- https://www.facebook.com/profile.php?id=100057085644160
- https://www.facebook.com/profile.php?id=100057152812088
- https://www.facebook.com/Brits-Retiring-in-the-USA-105398067517712
- https://www.linkedin.com/premium/products/?upsellOrderOrigin=guest_login_sales_nav&utype=sales
Official SEC filing: View on IAPD