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| Happy Holidays!! thanks for using AUM13F!! |
| Cross Border Wealth LLC
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|---|---|
| CRD # | 288330 |
| SEC # | 801-114158 |
| CIK # | |
| AUM | $138.8 M (2025-03-19) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 646-688-5333 |
| Address | 230 Park Avenue New York, NY 10169 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 397 | 138.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 463 | 138.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 463 | 138.8 |
| Total | 463 | 138.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 48.6 | |
| United States Persons | 90.3 | |
| Total | 463 | 138.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arbor Private Wealth LLC
✚
|
VA | 0.1 |
|
Indelible Wealth Group LLC
✚
|
0.1 | |
|
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |
|
Steven Feldstein & Associates
✚
|
0.1 | |
|
White Sand Wealth Management LLC
✚
|
MO | 0.1 |
|
Viaquest Advisors LLC
✚
|
TX | 0.1 |
|
Scherer Financial Advisory Services LLC
✚
|
TX | 0.1 |
|
SJHL Financial Services LLC
✚
|
KS | 0.1 |
|
Phil A Younker & Associates Ltd
✚
|
0.1 | |
|
Crosspoint Financial LLC
✚
|
CA | 0.1 |