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| Keyboard |
| Cross Border Wealth LLC
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|---|---|
| CRD # | 288330 |
| SEC # | 801-114158 |
| CIK # | |
| AUM | 221.9 M (2026-04-24) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 646-688-5333 |
| Address | 230 Park Avenue New York, NY 10169 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 531 | 221.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 672 | 221.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 672 | 221.9 |
| Total | 672 | 221.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 45.0 | |
| United States Persons | 176.9 | |
| Total | 672 | 221.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Maclean Capital Advisors LLC
✚
|
CA | 222.1 M |
|
Ring Mountain Capital LLC
✚
|
CA | 222.1 M |
|
Mangan Wealth Management Inc
✚
|
WA | 222.0 M |
|
Bischoff Wealth Management Group LLC
✚
|
IN | 222.0 M |
|
Sincerus Advisory LLC
✚
|
222.0 M | |
|
MFG Family Office LLC
✚
|
221.8 M | |
|
Optimize Financial Inc
✚
|
CA | 221.7 M |
|
Pacific Park Financial Inc
✚
|
CA | 221.6 M |
|
Hager Investment Management Services LLC
✚
|
NH | 221.6 M |
|
Avantra Family Wealth Inc
✚
|
PA | 221.6 M |