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CROSS BORDER WEALTH, LLC
CRD 288330File 801-114158
APPROVED
Retail clients
Filing as of Apr 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$221.9M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $221.9M
Clients
531
672 accounts
Employees
7
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 16, 2018
- Principal office
- 230 PARK AVENUE, 4TH FLOOR WEST, NEW YORK, NY, 10169
- Phone
- 646-688-5333
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $221.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $221.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 672
- Total accounts
- 672
- AUM per client
- $418K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 531 | $221.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2026 | Clients | 397 | 531 | increased by134 |
| Apr 1, 2026 | AUM | $138,847,646 | $221,885,239 | increased by$83,037,593 |
| Apr 1, 2026 | Accounts | 463 | 672 | increased by209 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 196 | 397 | increased by201 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $76,397,097 | $138,847,646 | increased by$62,450,549 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 226 | 463 | increased by237 |
| Aug 1, 2022 | Clients | 189 | 196 | increased by7 |
| May 1, 2022 | Clients | 157 | 189 | increased by32 |
| Apr 1, 2022 | Clients | 162 | 157 | decreased by5 |
| Apr 1, 2022 | AUM | $70,000,000 | $76,397,097 | increased by$6,397,097 |
| Apr 1, 2022 | Accounts | 162 | 226 | increased by64 |
| Dec 1, 2021 | Employees | 4 | 5 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CROSS BORDER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CROSS BORDER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.